Administration

Admin Section

• CRM: Contact Center - Community form
• CRM: Activity Result Tiering
• CRM: Company Options
• CRM: Form Builder - Customizing the Forms
• CRM: Keyword Alert Notifications
• CRM: Lead Score Weighted Totals
• CRM: Notifications - How to Add Notifications
• CRM: Regions - How to set up Regions
• CRM: Types - Updating Dropdown Values
• CRM: Types - Update Types For Custom Fields
• User: Add and Edit Users
• User: Assign a user to a location
• User: Assign User Roles
• User: Form View and Edit Settings
• User: Locate a UserId
• User: Locking and Unlocking Users
• User: Resend an Activation Email
• User: View and Export User List