Step-by-step on how to manage advanced servis interactions.
To assign an Account record (or any app record) to a specific territory, follow these steps: Create the Territory Field Field Name: Territory Type: Reference
Servis.ai is completely customizable and this includes the different Sales Stages that exist within your Sales pipeline, but not only that, since you can create
You can automatically generate documents such as quotes or proposals right from within servis.ai using Document Templates. You can personalize the format and style of these
Export all your contacts, accounts, opportunities, or custom apps’ records on a single file (one file per app) or customize the information that the CSV
Keeping your data up-to-date is essential for your business and that is the reason why we offer several quick and easy options to update data.
User Permissions: Role-based restrictions, If you are unable to import files, please reach out to your team’s administrator. Prerequisites: Before importing your data, make sure
If you’re looking for our article on how to import your data manually via a CSV file please see the following article: Import your Data
In servis.ai, you can add, edit, or delete records within your apps to keep your data up to date. A record is a single item
Easily create new records by duplicating an existing one. Make quick edits before saving, if needed. Ideal for similar entries with small changes, like quotes
Maintain a clean and organized dataset by quickly merging duplicate records. You can choose which details to keep from each entry, ensuring that only the
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