Data Management Import/Export
Added Data Import
- Added Clients Import (Easily import client records into your workspace)
- Added Leads Import (Import leads efficiently with proper field mapping)
- Added Companies Import (Bring company information into Taskip seamlessly)
Added Data Export
- Added Clients Export (Export client records in CSV or Excel formats)
- Added Leads Export (Download leads data for reporting or backup)
- Added Companies Export (Export company information with full details)
- Added Deals Export (Export deal records for tracking and analysis)