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

Deal

Custom Fields
- Create Custom Fields
- What are Custom Fields?

Lists
- Manage List Ownership and Visibility
- Harness the Power of Lists

User Management

Document Management System
- Upload Files in CreamSoda

Connect & Automate

Sequence
- Understanding Sequences

Overview
Import Data
Import Data Template

Import Data Template

You can import data into CreamSoda using this spreadsheet template.

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