All CollectionsStreamline your customers' payment experience
Know your customers…
By Jean-Malo and 2 others3 authors10 articles
What are contacts on Upflow?
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?
Customers & Tags
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?