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DCaplan5
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Member since ‎Feb 3, 2023
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Drew Caplan

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DCaplan5 on June 16, 2023
Auto import Companies/Contacts
I am looking to auto import companies/contacts daily from a CSV file. Updating records when they already exist and creating new ones when they do not. In cases where a company/contact does not exist we want to assign these to a user. Is there an aut read more
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DCaplan5 on February 03, 2023
Sales Revenue Graph on Company Page
I was wondering if anyone has any advice or has had success implementing a sales report right on the 'company' page. We would like our Team to be able to go to an account and quickly and easily see this customers MTD sales, YTD sales and see how the read more
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