-
Lists the kinds of information you can import from spreadsheets or using aACE mobile apps.
-
Provides suggestions for ensuring your data is ready to import into your aACE system.
-
Explains how to use aACE data validation to ensure you import accurate records.
-
Presents steps for importing data from a spreadsheet into your aACE system.
-
Describes how to access the aACE spreadsheets you can use for a template when importing data.
-
Presents information and best practices for transferring your business data into aACE.
-
Provides steps to remove all transaction data from an aACE system.
-
Provides steps for updating information about your existing line item codes from data in a spreadsheet.
-
Provides information, links, and best practices about migrating your data to aACE.
-
Created On: 06/02/2022
in CRM & Sales Leads
Provides steps for marking a sales lead as won or lost.