New Articles | Page 31

Importing Records

Created On: 06/02/2022 in Data Migration Importing Data

Presents steps for importing data from a spreadsheet into your aACE system.
Downloading an Import Template

Created On: 06/02/2022 in Data Migration Importing Data

Describes how to access the aACE spreadsheets you can use for a template when importing data.
Understanding the Data Migration Process

Created On: 06/02/2022 in Data Migration Migration Overview

Presents information and best practices for transferring your business data into aACE.
Resetting Test Transaction Data

Created On: 06/02/2022 in Data Migration Migration Overview

Provides steps to remove all transaction data from an aACE system.
Importing Updates to Your Line Item Codes

Created On: 06/02/2022 in Data Migration Importing Data

Provides steps for updating information about your existing line item codes from data in a spreadsheet.
Migrating Master Data to aACE

Created On: 06/02/2022 in Data Migration Migration Overview

Provides information, links, and best practices about migrating your data to aACE.
Closing Leads

Created On: 06/02/2022 in CRM & Sales Leads

Provides steps for marking a sales lead as won or lost.
Understanding Lead Management

Created On: 06/02/2022 in CRM & Sales Leads

Details tips and guidelines for tracking next-steps, forecasting, and quotes for your leads.
Creating Leads

Created On: 06/02/2022 in CRM & Sales Leads

Provides steps for opening a lead and best practices for using these records effectively.
Working with CRM Lists

Created On: 06/02/2022 in CRM & Sales Lists

Provides steps for linking contacts, companies, and campaigns to CRM Lists.