A common request is to see a list of people who signed a doc. This system actually works with any of our systems – E-Signature, e-Commerce / Shop / Store, lead capture, event scheduler, etc – the same system applies….
csv
CSV Import
How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.
Import to Contacts / CRM / SwiftCloud
Import to SwiftCloud Note: the same process applies for importing CRM Data. In this video we import CSV (Comma Separated Values), however, we encourage you to use TSV (Tab Separated Values) as it is more reliable (because addresses sometimes contain…
