Organize Workflow Stages on Column View
You can Organize your Workflow Stages on Column View according to your own preference. This is Applicable to Accounts, Opportunities,...
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How to Convert the Workflow and their Stages?
You may have set up multiple Workflows for Account and Opportunities. Now you can change the Workflow for existing records... -
Save Time With Record Queues
Work through a list of records such as tasks, accounts, contacts, and opportunities without having to open each record in... -
Working With Quotes & Invoices
Quotes (Formerly Estimates) A quote is a proposal that you send to your customers that details all the items and... -
Filter by associated Object type
Filters are specific to an object type and narrow the scope of results from a search. An administrator creates a...