CRM

00:00: Welcome to Meghan CRM. Go to contacts 00:04: on the left menu. 00:06: Click "Add New Contact" 00:08: Complete all fields carefuly. 00:11: Jewish dates and next occurrance fields will be ca...

Importing Contacts Follow these steps to import your data into magenCRM: 💡 AI Tip: You can use AI tools to help organize and format your data before pasting it into the import template. Click he...

You can export data from several key sections of the platform, including Contacts, Special Dates, the Upcoming Dates Board, and Workflows. To export any of these views: Navigate to the section yo...