Yearly Archives: 2016

Making bulk updates

In WorksIQ CRM you can make bulk updates to companies, contacts, leads and tickets. This feature is really for things like: – Reassigning contacts to another user – Removing leads after an import that went wrong – Deleting spam emails

Posted in CRM

Sales Pipeline Management 101

This video series shows you how to set up and manage your sales pipeline.

Posted in Support

What is a .CSV file?

A .CSV file is a comma delimited file. It is a text file containing values separated by commas. If you open a .CSV file with Notepad.exe you will see something like this: FirstName,LastName,Company,City David,Smith,ABC Trading,New York Mike,Saunders,XYZ Industries,London If you

Posted in Spreadsheets