CRM

CRM Overview & Configuration

  • CRM FAQs

  • How to Rename Standard Objects in Your Fortunyx CRM

Importing Data

  • Import HubSpot Data into Fortunyx

  • How to Bulk Import Companies via CSV in Fortunyx CRM

Viewing & Searching Records

  • View CRM Records: List Views, Sorting, Filters, and Search

  • Searching an Object Record

Associations Between Records

  • Associations Between Opportunities, Companies & Custom Objects

  • Association Limits

Notes & Tasks Across Objects

  • CRM Notes Association – Link Notes Across Contacts & Opportunities

  • Efficiently Use Notes for Contacts, Opportunities & Companies

  • Tasks Across Multiple Objects