Knowledge Base
login
Need help?
Main View
Get Started
Main View
Videos
Documents App
Videos
Forms App
Videos
Proposals App
Slides App
FAQ
Videos
Integrations
Account Administration
Announcements
Webinars
Back to home
Knowledge Base
Main View
Get Started
Main View
Videos
Documents App
Videos
Forms App
Videos
Proposals App
Slides App
FAQ
Videos
Integrations
Account Administration
Announcements
Webinars
Main View
How to manage your data...
Assign a Template to a Record
Add a New Record
Bulk Import
Select/Unselect All
Creating a New Database
Field Search
Editing a Current Record
Database (Table) Search
Filter Search
Save Filters
Create a Custom View
Delete a Record
Videos
Playlist - Managing the Main View
▶️ Bulk Import into Pitchly
▶️ Editing a Record