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Database Management

  • Accounts Feature - User Preference

    Accounts allow you to group contacts who work for the same organization together. For questions about accounts...

    Aug 21, 2015 03:20PM EDT
  • Assign Contacts to Accounts

    Overview Organizing contacts into an account/company is the most efficient way to group multiple contacts th...

    Aug 21, 2015 03:21PM EDT
  • Document Library

    Overview The document library allows you to upload files for use in your system. Once you have uploaded a fi...

    Jul 09, 2015 04:54PM EDT
  • Managing Contact/Account profiles

    Profiles allow you to apply additional information about contacts and accounts than basic contact information....

    Jan 04, 2016 09:11AM EST
  • Merge Duplicates

    Duplicate records that appear in your database can be easily removed. We provide you with two methods to clean...

    Jul 07, 2015 11:35AM EDT
  • Creating Opportunites

    You can create a new opportunity in the Customer Center. Under Contacts access the contact or account to have ...

    Jul 10, 2015 10:01AM EDT
  • Managing Your Calendar

    The calendar in Customer Center allows you to keep track of meetings, deadlines, and other schedule items. Org...

    Mar 31, 2016 10:25AM EDT
  • Creating Profiles

    Overview The importance of profiling your customer database cannot be overlooked. For those of you that are u...

    Jan 16, 2017 11:22AM EST
  • Telemarketing View

    Overview StructuredWeb has two main views you can use, standard or telemarketing. If your primary responsibi...

    Aug 21, 2015 03:20PM EDT
  • Portal Notifications

    Customer portals are individualized web-based areas that customers can log into from your website. To learn mo...

    Aug 21, 2015 03:19PM EDT
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