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CRM

  • Getting Started
  • CRM
  • Special Dates
  • Templates
  • Workflows
  • Embed Forms
  • Notifications
  • Billing
  • Legal & Security
  • more_horiz
    • Getting Started
    • CRM
    • Special Dates
    • Templates
    • Workflows
    • Embed Forms
    • Notifications
    • Billing
    • Legal & Security
  • Creating and Managing Contacts

    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:…

  • Import Data

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  • Export Data

    You can export data from several key sections of the platform, including Contacts, Special Dates, the Upcoming Dates Board, and Workflows.

    To…

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