Advanced Search
Search Results
22 total results found
Import Meetings
While on your main page (dashboard), scroll down to the meetings section and hit import.Choose if you want to just import meetings, or both meetings and attendees. Choose if you're importing from a CSV file or an Excel file. Click "Browse...", and select the...
Managing Your Profile
From any page, in the top right there should be your name with an arrow pointing down next to it. Click this, and then click "Profile". From here, you may edit your account name, email address, password, or delete your account. To change your password, enter...
Importing Users
"Users" include entrepreneurs and staff members. Open the Import Users screen From Users, choose Import. You land on the import screen for users, where you pick the import type, file format, and file, then Import. Use Download Templates on the right when you...
Importing Businesses (Entities)
Open the import screen From Entities, choose Import. Select the import type, CSV or Excel, choose your file, then Import. Use Download Templates for the correct column headers. Create an entity manually Go to Entities → Add entity (or from a user’s profile, ...