ProspectSoft

Using the Bulk Action tool, you can move CRM Library Files from one folder to another or delete files in bulk.

Moving & Deleting CRM Library Files in Bulk

Understanding how the CRM Library could help your business.

CRM Library

Files saved in the CRM Library can be attached and displayed for Web Products/Web Product Groups on your integrated eCommerce site.

Attaching CRM Library Files to Web Products & Web Groups

How to quickly attach CRM Library files to emails sent via the CRM.

Attaching CRM Library Files to Emails

Isobel Honour

Get to know the CRM Library feature and connect your trade portal to create a unified experience with online orders.

CRM Libraries

Find answers and get help from Intercom Support and Community Experts

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