Knowledge Base

Customer Profile – Transactions Tab

• 1
• 2460

Sorting data on-screen

• 1
• 2171

Fixing Transaction Spacing

• 0
• 1771

Deleting Opportunities (Conditions)

• 0
• 1692

Searching multiple records

• 1
• 1831

Record Searching 101

• 0
• 2360

Dispatching Leads / Attaching Leads to Customers

• 0
• 1718

Sharing Files

• 0
• 1965

Managing Transaction Footer Terms

• 0
• 3179

Edit Sales and Project Manager Selection Lists

• 0
• 2161