View Contact CRM Records
Once your CRM is connected, there are many options to view and manage your Contact data in relation to your CRM.
You can select the Views Drop-down menu on the Contacts page to apply CRM-specific filters to your Contact Grid view.
This allows you to see what Contacts records are already in your CRM.
Select additional CRM-specific filters by selecting the Column Picker > select Connectors > then select which columns you want to view.
View Company CRM Records
Once your CRM is connected, there are many options to view and manage your Company data in relation to your CRM.
You can see which Companies are already in your CRM from the Companies Grid.
Select additional CRM-specific filters by selecting the Column Picker
> select Connectors > then select which columns you want to view.
Watch the following video for more information:
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.