Hello, All!
So, I’ve learned how to modify existing Contact/Company records. (Mass update contacts with a spreadsheet | Max Classic)
I’ve exported, imported, taken a deep breath and DELETED ALL COMPANIES, imported again including the fields I wanted to get rid of and selected “Do NOT import”… and yet the tabs (in this picture underlined in red, with "X"s next to them) remain!!
We’re trying to streamline our handoff and follow-up procedures, but with three glaring tabs in the middle, it’s not as clean as we’d like it. What’s a Customer Success lady to do?
Thanks in advance,
~Katy