Activities

OverviewRecord and review CRM actions such as calls, notes, messages, and follow-ups.RequirementsCRM activity access.Step-by-Step InstructionsOpen a CRM record or activity areaReview recent actionsAdd a new activity where availableSave it to the appropriate...

Timeline

OverviewReview a unified history of related CRM interactions.RequirementsAccess to the related CRM record.Step-by-Step InstructionsOpen a contactCompanyOr related record and review the timeline for communicationActivityTaskTransaction history.ScreenshotsScreenshots...

Import Contacts

OverviewBring contact data into OneSuite using the available import workflow.RequirementsCRM import access and a clean contact list file.Step-by-Step InstructionsPrepare your fileOpen Import ContactsUpload or map the available fieldsReview the importConfirm...

Export Contacts

OverviewExport CRM contact data for review or external use where permitted.RequirementsCRM export access.Step-by-Step InstructionsOpen Contacts or the export areaApply filters if neededStart exportSave the generated file securely.ScreenshotsScreenshots for this...

Contacts

Overview Contacts represent people your business communicates with, sells to, supports, or serves. Before You Begin CRM access. Permission to create or edit contacts. Requirements You need crm users access for this workflow. Some options may be hidden if your role,...