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 […]

Salesforce is a powerful CRM tool, but it can be difficult to keep track of all your leads if you’re not using it correctly. One way to make sure you’re getting the most out of Salesforce is to learn how to merge leads. This can be a difficult task if you don’t know where to […]

Salesforce is a powerful tool for marketing agencies. It can help you manage your clients and their data, create custom reports and dashboards, automate your workflows, and more. But how can you make the most of Salesforce as a marketing agency? Here are some tips: 1. Use Salesforce to manage your clients and their data. […]

There are many accounting software programs on the market that cater to personal users. They vary in features, price, and complexity. So, what is the best accounting software for personal use? The answer depends on your needs and preferences. If you just need to track your income and expenses, then a simple program like Mint […]

If you’re anything like me, you’ve probably been using Pipedrive for a while and have built up quite a few complex pipelines. You may have also noticed that there is no way to copy a pipeline in Pipedrive. While this may seem like a hindrance at first, there are actually some benefits to not being […]

If you are a small business owner or contractor, you have probably heard of Freshbooks. It is an online accounting software that helps businesses keep track of their finances and invoicing. But how much does Freshbooks cost per month? The answer may surprise you. How much is Freshbooks? Is FreshBooks Worth the Monthly Cost? There […]

Salesforce is a popular CRM software that helps businesses keep track of their customer data. One common question we get is “Can you merge contacts in Salesforce?” The answer is yes, but there are some things to keep in mind when doing so. First, it’s important to understand that when you merge two contacts in […]

Salesforce is a cloud-based software that helps businesses keep track of their customers, sales, and other important data. One of the features of Salesforce is the ability to clone reports. Cloning a report means creating an exact copy of an existing report. This can be useful if you want to create a new report that […]