We've lots of resources to help you get your data into Sage CRM
The Data Upload feature is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel…
I need to export all of my data from Sage CRM into excel spreadsheets. I can export Companies, People and Leads into excel spreadsheets but I cannot export my Projects as there is no "export to file" button. Why is this and how can it be fixed?
The…
As we have a specific ordering program our customers use to send us orders, we are able to receive our orders in an organized Excel spreadsheet format.
It would greatly speed up our process if we could copy/paste this information into a Sales Order…
