Salesforce is a cloud-based customer relationship management (CRM) system. It enables users to manage their customer data, sales opportunities, and marketing campaigns from any device with an Internet connection. The Salesforce mobile app gives users the ability to access their Salesforce data from their mobile devices, including smartphones and tablets. In this blog post, we’ll […]

Salesforce is a powerful CRM tool, but it can be challenging to keep track of opportunities if you have a lot of them. Fortunately, you can merge opportunities in Salesforce, which can help declutter your opportunity list and make it easier to manage your sales pipeline. In Salesforce, click on the “Opportunities” tab Select the […]

There are a few different ways that you can export your contacts from HubSpot CRM. The most common way is to use the built-in export tool. This tool will allow you to export all of your contacts, or just a selected few. You can also choose to export your contacts as a CSV file or […]

There are many reasons why you might want to convert Quickbooks Desktop to Online. Maybe you’re moving your business operations online and want to take advantage of all the features Quickbooks Online has to offer. Or maybe you’re just tired of dealing with the hassles of having a desktop application, and want to switch to […]

If you manage rental property, you know how important it is to keep good records. The right accounting software can save you time and money. But with so many different programs on the market, how do you choose the best one for your needs? Here are four things to look for in a good accounting […]

Salesforce communities are a great way for businesses to connect with their customers and partners. They provide a place for people to share ideas, collaborate on projects, and get support from others in the community. There are many different types of communities, such as customer communities, partner communities, developer communities, and more. Businesses can use […]

Credit cards can be a great tool for managing your finances, but they can also be a major source of stress and anxiety. If you’re not careful, it’s easy to get into debt with credit cards. This is where Ynab comes in. Ynab is a budgeting app that can help you stay on top of […]

If you’re a fan of the CRM Pipedrive, you may be wondering if it’s possible to export your notes. After all, your notes are an important part of your customer interactions, and you want to make sure they’re always available. The good news is that yes, you can export notes from Pipedrive! In this blog […]

If you’re a Freshbooks user, you know how important it is to keep track of your invoices and make sure they’re paid on time. But what do you do when an invoice is paid? How do you mark it as paid in Freshbooks? It’s actually very simple. When you receive payment for an invoice, just […]