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Jacob Cook
User for 1 year
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Importing Businesses (Entities)
Open the import screen From Entities, choose Import. Select the import type, CSV or Excel, choose...
Importing Users
"Users" include entrepreneurs and staff members. Open the Import Users screen From Users, choos...
Managing Your Profile
From any page, in the top right there should be your name with an arrow pointing down next to it....
Import Meetings
While on your main page (dashboard), scroll down to the meetings section and hit import.Choose if...
Managing Referral Statuses and Milestones
From any page, in the top right there should be your name with an arrow pointing down next to it....
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