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How to export Salesforce accounts in csv. file?
You can export Salesforce Accounts into CSV files in two ways: 1. Use Trujay service. It allows you to export different modules or...
Where Can I Find a Number of Zoho CRM Records?
To find the exact number of your records, login your Zoho CRM and go the Leads, Accounts, Contacts, Potentials, Campaigns...
How to Add an IP Address to Whitelist on Salesforce CRM?
Salesforce CRM has two-factor verification. This means that you have to fill in a username/email and password. Then you go through...
How can I find out Capsule CRM API token?
In order to get your Capsule CRM API token, proceed with the following steps: – Go to your Capsule account and click ‘My...
How can I find a number of Act! CRM records?
To find out a number of your Act! records, sign in to your account and choose the module you want to verify the records of. For...
How can I find out PipelineDeals API key?
In order to get your PipelineDeals API key, you should log in your CRM account and go to ‘Account Settings’: After that, in the...
What is important to know about the sample migration process?
A sample migration is a transfer of a small portion of your records (about 10% of your CRM data) to the target CRM platform with...
How to find URL for Microsoft Dynamics 365?
If you decide to move the CRM data from or to Microsoft Dynamics 365 and want to find URL of the platform, consider the following...
How Can I Create Custom Fields in HubSpot?
You can easily create Custom Data Fields in HubSpot using our mapping User Interface. To proceed, follow these steps: Go to...