Managing Accounts and Contacts

Creating an Account
To create an account in Arewedoing, first go to the Accounts tab, once there move to the right and click Add Account.   By clicking here a forms come...
Sab, 7 Mar, 2015 a 10:47 A. M.
Creating a Contact
To create a new contact in arewedoing, first go to the Contacts tab, once there move to the right and click Add contact.   By clicking here a forms c...
Sab, 7 Mar, 2015 a 10:48 A. M.
Modifying Data
If a contact moves to another company or a company changes its phone number, for example, you need to update this information in 'arewedoing.   ...
Sab, 7 Mar, 2015 a 10:48 A. M.
Assigning a Contact to an Account
When creating contacts it is normally preferred for them to be created with their company already assigned to them. So, whether it is an existing contact ...
Vie, 20 Feb, 2015 a 12:52 P. M.
Uploading Data
If you want to start from another CRM or have a database on a spreadsheet that you would like to import to 'arewedoing, you can do so by clicking “Imp...
Sab, 7 Mar, 2015 a 10:48 A. M.