Click here for more detailed information about how to format a spreadsheet for import. The good news is that if you do an import and then realize that it’s sloppy, you can easily undo it by following these instructions!
Did you just get off a call with an important client that you don’t want to forget? Instead of writing down your notes on a pad of paper, keep your CRM open, and type your notes in there! You can also use your CRM to store documents and images related to each contact or company record.
Using Less Annoying CRM as a central hub for all your information and documentation can simplify your workflow, and save time.