Search articles ...
Back to CreamSoda
Back to CreamSoda
How it works
CreamSoda Sales Management CRM
Get Started
Get Started with CreamSoda
Set up and customize deal pipelines and deal stages
Organization Settings
How to update your Organization Information
Import Data
Importing Data into CreamSoda with spreadsheets
Import Data Template
Person and Company
What is a Person record?
How to add a Person record?
How to delete a Person record?
Update Person or Company records in Bulk
Manage Person and Company ownership and Visibility
What is a Company record?
How to Add a Company
Deal
What is a Deal?
How to add a Deal?
How to delete a Deal?
Manage Deal Ownership and Visibility
Custom Fields
Create Custom Fields
What are Custom Fields?
Lists
Manage List Ownership and Visibility
Harness the Power of Lists
User Management
How to Add a New User or Team Member
How to Invite Multiple Users or Team Members
How to Resend an Invitation Email
How to Transfer Team Members to a new Manager
How to Transfer Resource Ownership
How to Edit User Access in CreamSoda
How to Suspend a User
How to Delete a User
How to update your Profile
Document Management System
Upload Files in CreamSoda
Connect & Automate
Sync your Email, Calendar and Contact
Create and Manage Lead Forms
Integrating with Stripe
Integrating with PayPal
How to Create and Manage Appointment Booking
Sequence
Understanding Sequences
CreamSoda
Get Started with CreamSoda
How It Works
Get Started
Import data into CreamSoda
Invite Team Members
Resources
Person and Company
Deal
Custom Fields
Document Management
Lists
Lists
Connect and Automate
Connect and Automate
