Category: CRM Software

SwiftCRM Support

SwiftCRM SupportAug 11,2020

This is the documentation home + onboarding guide for Swift CRM. In this we’ll cover… Managing Contacts Proposals / Estimates / Invoices / Quotes / Receipts Sequences – Automated Follow Up Managing Deal Flow via tags, workflow (tasks / projects system) Roles, Custom Project Types, Custom Field Config other Custom Settings Importing Contacts into SwiftCRM Read More…

CSV Import

CSV ImportMar 22,2012

How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.