Recent Updates
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Updated on: Aug 02, 2023
Share Reports
Manual Reports & Dashboards -
Updated on: Aug 02, 2023
Create & Modify Reports
Manual Reports & Dashboards -
Updated on: Aug 02, 2023
Report Basics
Manual Reports & Dashboards -
Updated on: Aug 01, 2023
Opportunity Record Dashboards
Manual Opportunity Records -
Updated on: Aug 01, 2023
Creating a New Opportunity Record
Manual Opportunity Records -
Updated on: Aug 01, 2023
Steps to Installing the Plug-In
Manual Email Plug-In -
Updated on: Aug 01, 2023
Process Mapping
Manual Opportunity Records -
Updated on: Aug 01, 2023
Create a New Contact Record
<p><span style="color: #0000ff;">Contact</span> records are used to capture information about an individual.</p>Manual Seminars -
Updated on: Aug 01, 2023
Create a New Account Record
<p><span>The Account record is used for any formally recognized entity comprised of individuals.</span></p>Manual Seminars -
Updated on: Aug 01, 2023
Creating a New Special Event Record
Manual Seminars