How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.
crm
Contacts
One major unique strength of SwiftCloud is that we are a social network, with a full contact editor. Below is an overview of editing contacts – the basic version. We’ll take a deeper dive video soon. When this matters and…
Sales Rep Setup
This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well. Signup at http://SwiftCloud.IO on the home page (free), using your primary email (will not…