Contacts & Leads

Import Contacts and Leads
You can import a CSV spreadsheet of your borrowers or of your business contacts by clicking the "..." button and then Import Contacts in the Conta...
Mon, 26 Aug, 2024 at 2:10 PM
Import Business Contacts
For importing business contacts, you will need to go to contacts, click on the three dots and choose the import option. There are a few points you need to t...
Mon, 26 Aug, 2024 at 2:15 PM