How to add or change a Profile photo?
Change Profile photo To upload a Profile Picture: From Home Page, Click on Settings icon as shown below. You will see...
- Home
- change
-
-
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,... -
How to Change User Password?
Note: You must be using the primary admin account of your CRM in order to perform the below steps. 1)... -
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... -
How do I change the properties of a row?
First mouse over an area of the stage that is free of message content. Then, click to select it. The...