These are your B2B contacts.
This guide explains the purpose and functionality of company records in XenDirect, including their navigation, usage, and key features. Users will learn how to manage company records effectively and u...
This article explains how to upload, classify, describe, and store MS Word or PDF files for a specific company. It also highlights key settings and storage considerations for managing documents effect...
This article explains how to use the Notes section to record and track contact-related notes for a company. Users can log interactions, add follow-up dates, and maintain organized records for better c...
The Contracts feature enables users to create, manage, and track opportunities, proposals, and contracts, similar to CRM applications. This guide covers adding project records, managing associated ite...
This article explains how to create and manage OnHold registration slots for corporate or contract training scenarios. The OnHold feature allows organizations to reserve registration slots without ass...
This article explains how to manage and link Company records to Corporate and Individual Clients. It also details how associated companies and enrollments are displayed and managed within XenDirect. I...
This guide explains how to manage and restore deleted company records in XenDirect. Company records are integral throughout XenDirect, as they populate select lists that reference company names. This ...