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How to Import Data Into CRM Databases

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This video shows how to import external data from Excel files, SalesForce, QuoteWerks and Outlook into the Proposal Pack Wizard's CRM database.

Proposal Pack HelpWatch this related video: How to Switch to the 3rd-Party Integration Enabled Wizard

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Proposal Kit

Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.