HaloCRM Guides

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Popular Guides

• Asset Import - CSV/XLS/Spreadsheet Method
• Call Management in Halo
• Creating a New Application for API Connections
• Creating Agents and Editing Agent Details
• Departments and Teams
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• Multiple New Portals with different branding for one customer [Hosted]
• NHServer Deprecation User Guide
• Organisation Basics
• Organising Teams of Agents
• Step-by-Step Configuration Walk Through