To import data, go to the Import section, upload your CSV file, and map the fields. For export, go to the Export section, select the data you want to export, and download the file.
How to import/export customer database with Servitium CRM?
Dipankar Bairagi . Nov 29, 2024
A:
Sk.Rahim Nov 29, 2024
Was this helpful?
0
0
0
0
Did not find the question you are looking for?
Get fast answers from real users and our software experts
Related Questions
Q: How can I integrate WhatsApp with Servitium CRM?
Akshay Mishra Nov 29, 2024
A:
Integrate WhatsApp with Servitium CRM using third-party tools or APIs that connect WhatsApp to the CRM. This allows you to send and receive WhatsApp messages directly within the CRM.
farid ansari . Nov 29, 2024
Q: How can I use Servitium CRM automation in workflow?
shehnaz Khan Nov 29, 2024
A:
Use automation in workflows by setting up triggers and actions based on specific conditions. This can include sending automated emails, updating records, and assigning tasks to team members.
s kumar . Nov 29, 2024
Q: What type of data can I store in Servitium CRM?
Vikram Nov 29, 2024
A:
You can store various types of data, including contact information, sales records, customer interactions, support tickets, and marketing campaign details.
zahid sihan sekh . Nov 29, 2024
Q: How can I use Servitium CRM data migration feature?
Manoj Sarkar Nov 29, 2024
A:
Use the data migration feature by accessing the Data Migration tool, selecting the source and destination, mapping the fields, and starting the migration process. Ensure data integrity and backup before migrating.
Jegatheesan . Nov 29, 2024
Q: Is Servitium CRM for small business?
Ganesh Nov 29, 2024
A:
Yes, Servitium CRM is suitable for small businesses as it offers scalable solutions, affordable pricing, and essential features to manage customer relationships and sales processes.
Abhishek . Nov 29, 2024
Have a Question in Mind?
Get answers directly from verified users and our software experts
