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