FAQ
What is an association? An association is something from your CRM that a note is related to. When you create a note, you want that note to be conne...
Mon, 12 Aug, 2019 at 11:29 PM
Can I update my CRM information from Corzo? Yes! CRM fields can be inserted and updated using inline fields in Corzo. What CRM fields can I access wit...
Mon, 12 Aug, 2019 at 10:01 PM
Can I collaborate in Corzo? Yes! Multiple people can work on a single note at once. You will be able to see each others edits in real time. How can I ...
Mon, 12 Aug, 2019 at 10:00 PM
How do I create a new note? New notes can be created in a few different ways: From a lead, contact, account, or opportunity Go to the record that ...
Mon, 12 Aug, 2019 at 11:43 PM
How do I get the most up-to-date CRM records? Soon we will automatically pull data from your CRM into Corzo. Then, you will always have the most up-to-d...
Mon, 12 Aug, 2019 at 11:50 PM
How to Create a Pipeline Pipeline Info & Sharing Settings Some type of help text about step one on creating a pipeline. Pipeline Field Columns So...
Sat, 7 Dec, 2019 at 9:03 PM