Import of Mac Contacts to Ninox - what´s next... with CRM?
I am tiny sole trader. I want to use Ninox to organize orders, invoices, contacts etc.
I have a question regarding using contact from my Mac.
I have imported my Mac contacts with the template “Contacts” and that worked.
Now I want to make all these contacts to “customers”. Assign you a unique customer ID etc. and use that “Customer” for my orders and invoices.
What would you recommend?
Amending the “Contact” Template with unique IDs or to transfer the Contacts to the “CRM Template”?