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How To Import Our Internal Application Into Slate Crm

Step 1: Preparing Your Data Understanding the Data Requirements When diving into the world of importing data into Slate CRM, the very first step for me was getting to grips with what information I actually needed. I took time to read through the guidelines provided within the Slate platform. Not only did it help clarify […]

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How To Use Slate Crm

Getting Started with Slate CRM Understanding the Interface When I first jumped into Slate CRM, I was a bit overwhelmed by the interface. But once I started exploring, it became a lot clearer. My recommendation? Spend some time just clicking around. The dashboard might look busy, but it’s designed to give you access to everything

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