Knowledge Base

Customer Profile – Transactions Tab

• 1
• 2522

Sorting data on-screen

• 1
• 2201

Fixing Transaction Spacing

• 0
• 1838

Deleting Opportunities (Conditions)

• 0
• 1752

Searching multiple records

• 1
• 1858

Record Searching 101

• 0
• 2398

Dispatching Leads / Attaching Leads to Customers

• 0
• 1744

Sharing Files

• 0
• 1996

Managing Transaction Footer Terms

• 0
• 3225

Edit Sales and Project Manager Selection Lists

• 0
• 2197