Working with ChartMogul
- User roles and permissions
- Merging customers
- Customer and subscription statuses
- Customers and customer records
- Supported currencies
- Sales tax/VAT handling in ChartMogul
- Customer lists
- Exporting source data to CSV
- Supported regions
- ChartMogul glossary
- Bulk editing customers
- Working with notes and call logs
- Creating and managing tasks
- Exporting customers, subscriptions and MRR per customer per month
- Enhancing customer records with AI enrichment