Submit Help Request

Help Desk

Submit Help Request

CRM

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: Jewish dates and next occurrance fields will be ca...
Import Data

.
Export Data

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...