A user with company import rights in the CRM module can import companies of potential customers from the national company database
, which is now available. Thanks to this import, it is possible to prepare a list of companies to contact in the CRM module. Only selected basic data is imported
- company name and publicly available addresses (not contacts - emails, phone numbers).
In the CRM module, after clicking on the Import button, the option "Import companies from the national company database" will be expanded and then it is possible to specify the companies you are interested in importing according to various criteria (district, date of establishment, form, number of employees, branch of business). A maximum of 100 records can be imported at a time.