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Though Freshdesk automatically saves customer information whenever someone contacts you, it's better to bring in this information from your CRM or your old helpdesk too. Any historical information about the customer is going to be very helpful to the support agents when they are solving their problems. Take this interactive course to get a hands-on experience in bringing in customer history into your helpdesk and smoothening your customer experience.

By the end of this course, you will know how to:

  • What contacts and companies are
  • The format of the files to be imported
  • How to import contacts
  • How to import companies

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