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Dimension CRM FAQs
How can I import my contacts from Gmail
Where can I see the recent activity for a contact?
How do I create an opportunity against a contact record?
Where do I go to change the default Contact types?
Where do I go to chage the default Contact Sources?
Where do I go to change the default Industry Types?
How can I add a callback from within the contacts detail view?
Can I generate a lead generation form for my website
How to use the multiple filter concept in the contact search screen
How can I search for my contacts?
When importing contacts, can I also import my notes?
What type of information is best to store in the notes field?
How can I add additional contacts associated with a company?
How can I update my contacts in bulk?
How can I export my contacts?
Once I have imported my contacts, if I creat a custom field how do my already imported contacts get affected?
How do I know which custom fields do I need?
Can I change the name of the fields in the in my contact database
What type of custom fields can be added?
What are custom fields?
How can I import my contacts using a CSV file?
How can I import my contacts from an Excel spreadsheet?
How can I import my contacts from Outlook