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