Log in with Administrator privileges. Users with Manage Users permission in the profile can also access this feature to add users. Click Setup > Users & Permissions > Users. In the Users page, click Add New User. In the Add New User page, enter the ...
You can add a photo of your contacts and leads in your CRM account. You can delete the photos whenever required. To add a photo Click the [Module] tab. From the list of records, select a record for which you want to add a photo. In the Record ...
While you can plug the same embed onto multiple pages of code, or in your template to appear on all of your pages. You also have the flexibility to create new embeds and specifically design those chat portals for specific pages, products, departments ...
After creating a dashboard you must add components (representing the exact data in pictorial form), which includes Bar, Pie, Line, Funnel, or Table charts. You can select the charts to display the data in pictorial form and also a table to display ...
To add a new category: Click "Canned Messages". In the "Categories" section, click "Add" canned Category to add your first category, or the "+Add" button at the top right if you have already created a category. Enter the category’s new name and click ...