Data Management
- How do I make all of the tasks public instead of private?
- Recent History
- If I delete something, is there an undo?
- How do I find the data I need to find?
- Customizing Stages, Statuses, Referral Sources, etc.
- Backing Up Your Contacts, Companies, Deals, Tasks, or Cases
- Customizing your Lists (Contacts, companies, etc.)
- How can I add files to my account?
- Filtering Lists
- Create New Backup
- Can my data be private to other users?
- I have different locations or sales areas. How do I separate the data so Group A sees only Group A relevant information?
- Record Notes
- Bulk Updating
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