Special Dates

00:00: Welcome to the main board where you can keep track of all upcoming special dates. 00:05: View detailed information for each special date, sorted by next occurrence. 00:11: You can also Fil...

00:00: Welcome to maggenCRM! 00:02: Click "Add New Special Date" 00:05: Choose the type of date you want to assign this could be a birthday yaar's 8 00:09: anniversary or any other custom date. 0...

Importing Special Dates 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...

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...