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Creating Profile
While creating a profile, first you have to associate the existing profile to the new profile and later you can change the modules and field-level access control. The table below provides information on the default profiles and the additional ...
Creating Leads
In CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from external ...
Creating Contacts
In CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through various sources, ...
Modify Profile Permissions
By default, users with Administrator or Standard profile can access this feature. The Administrator needs to provide profile permissions for other users based on which they can access this feature. As mentioned above, documents and their folders have ...
Setting Up your Profile
Now you can update your profile with your personal information.You can edit and update all of it. You can update your profile picture for the Visitors to view your appearance. Click "My profile". Click the "Edit" button at the top right. Now that ...