Tag: r-getting-started

Exporting records to Excel Export any list of contacts, companies and projects to Excel. Export your entire database, just a group, or even manually selected records. It’s easy. Use your exported data as the source for mailers, email dispatches and more using your favorite software or provider. Features include: Related videos

Administration and teaming module deployed We deployed a free upgrade to our ClientLook commercial real estate CRM software yesterday that was applied to all acounts. The new upgrade includes a new account administration module and a teaming features for better record sharing. The complete list of features include: New account administration module. Account administrators can