This video explores how to find and resolve Duplicate Contacts in your Sumac database. Script: https://sumac.com/assetswp/training-docs/Resolve%20Duplicates.pdf
Script: https://sumac.com/assetswp/training-docs/Importing%20Contacts.pdf If you plan on importing on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so that it is quick and easy to ...
This video gives an overview of using Ledger Entries in Sumac. Script: https://sumac.com/assetswp/training-docs/Ledger%20Entries%201%20-%20Overview.pdf
General Overview The Reminders area provides a central calendar and task list for you and your users. It is designed to assist you in managing and planning any activities with the contacts in your Sumac database so you can stay on top of your to-do ...
This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, April 23, 2021. This virtual training session covers: Using Search Builder to identify records to remove How to pull that list for your team to validate Using List ...