Knowledge Base

Customer Profile – Transactions Tab

• 1
• 2352

Sorting data on-screen

• 1
• 2072

Fixing Transaction Spacing

• 0
• 1690

Deleting Opportunities (Conditions)

• 0
• 1611

Searching multiple records

• 1
• 1749

Record Searching 101

• 0
• 2236

Dispatching Leads / Attaching Leads to Customers

• 0
• 1656

Sharing Files

• 0
• 1882

Managing Transaction Footer Terms

• 0
• 3076

Edit Sales and Project Manager Selection Lists

• 0
• 2076