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Getting Started

2
  • Welcome to BacklinkCRM
  • Set up your workspace on BacklinkCRM
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Dashboards

3
  • Client/Partner Dashboard
  • Member Dashboard
  • Admin/Owner Dashboard
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Partners

6
  • Partners OVERVIEW
  • How to add a new Partner
  • How to update the partner
  • How to Delete a Partner
  • How can I bulk import partners into BacklinkCRM
  • How can I export all my partners from BacklinkCRM
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Partnerships

6
  • Partnerships OVERVIEW
  • How to Create a Partnership
  • How to update the partnership
  • How to Delete a Partnership
  • How can I bulk import partnerships into BacklinkCRM
  • How can I export all my partnerships from BacklinkCRM
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Team Members

3
  • How to Delete a Member
  • How to Update a Member
  • How to Add a New Member
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Clients/Partners Dashboard

3
  • How to Delete a Client
  • How to Update a Client
  • How to add Client
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Account Management

7
  • How to Cancel My Workspace Plan
  • How to Upgrade My Workspace Plan
  • Why am I unable to view the complete data I’ve added?
  • How to check the status and other information about your current plan
  • How to Check Usage and Limits of Your Plan
  • How to Redeem Your Plan with a Redeem Code
  • How to update user information
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