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