A detailed look at some of the key things to do to have your CSV spreadsheet file ready to upload.

Routing proficiencies control which agents receive leads and how frequently, but there are some unique rules to follow when you create a proficiency-based routing skill.

Goes through the detailed four-step process for importing data to the CRM via an existing spreadsheet file. Before importing, you may want to review the sections on how to prepare the spreadsheet for upload.

This video shows how to add your own custom database fields and insert them into your records using the Layout Group admin tool.