Sales Rep Setup

Sales Rep SetupNov 03,2014

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 be shown to clients, unless you want to. Sales leads will come to this email, 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.