Economic Relief Offer: Take 20% Off WorkWise Licenses & Delay Payments Until July 2020

Toggle Menu

Videos > CRM 7-8 > CRM Setup > Data Imports & Exports > Importing Data (OnContact CRM V7)

CRM 7-8

Importing Data (OnContact CRM V7)

In the training video below, we’ll walk through how to important a file that contains information related to a customer and company.

In addition, we’ll discuss how you can utilize OnContact CRM 7’s sample templates to make the import process more streamlined and efficient.