Getting Started
New to the system? These articles will take you through the basics, helping you get the system up and running.
42 articles
- Add options to a dropdown list
- Switch between light and dark mode
- Manage role-based permissions
- Merge records
- Import from CSV files
- Create a web to lead form
- Create or edit advanced reports
- Create a dependent field
- Edit a locked field
- Set a dashboard as your default
- Add custom sales stages and probabilities to opportunities
- Upload multiple documents or files
- Adjusting decimal separators
- Restore Record View Layout
- Using formula inside a Document merge template
- Creating a dashboard
- Adding a table to dashboard or dashlet
- Creating Reports
- Add or modify the number of decimal places for a specific field
- Adding Dashlets to a Dashboard
- Mass updating records from the list view
- Creating a target list from a report
- Adding fields to the Filter Drop Down on a list view
- Creating a process business rule
- Creating Process Email Templates from a Process Definition
- Forecast Configuration
- Adding a custom relationship
- Changing colours on reports
- Creating a Workflow
- Associate accounts to head office account
- Using revisions with Doc Merge
- Reporting on the home currency likely value of an Opportunity
- Delete in bulk from the list view
- Edit an Action Button in Studio
- Converting leads to contacts
- Creating a field in studio
- Restoring or deleting records
- Changing the currency display format
- Updating a Field with a Process Definition
- Add a column to the list view
- Enable assignment notifications
- Recalculating Values on records en masse