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  1. Azavista
  2. CRM
  3. FAQ: CRM

FAQ: CRM

  • How can I add contacts from the CRM to an event?
  • What are custom views for Events / Organizations / Contacts / Participants used for? How can I create them?
  • How to add a new organization?
  • How to add a new contact to the CRM?
  • How to import a list of organizations to the CRM?
  • How can I import a list of contacts?
  • Where to see an organization's detailed view?
  • How can I see all events related to one contact?
  • How to update the fields of an organization?
  • How to update the fields of a contact?
  • How to archive an organization?
  • How to email a contact?
  • How to archive contacts?
  • How to export contacts?
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