By Dacha and 1 other2 authors9 articles
Your Upflow contacts
How to import your clients and contacts in Upflow?
Where is the information regarding a client’s average payment time?
The outstanding amount at the client level does not correspond to the sum of invoices, why?
Can I update my contacts in Upflow with my Salesforce data?
Can I leave an account un-assigned?
How to assign account managers and collection workflows to customers via CSV?
How do I assign a customer to a workflow or an account manager?