Company Import by Type - Autotask
It would be great to be able to import / match clients based on type. In Autotask for example the type "Client" would be for active clients, vs the 10,000 leads / vendors / partners we have to sift through.
It would be great to be able to import / match clients based on type. In Autotask for example the type "Client" would be for active clients, vs the 10,000 leads / vendors / partners we have to sift through.
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