How can I get access to the "Deduplicate" tool?

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• How can I get access to the "Deduplicate" tool?

  The Deduplicate feature is available in the Enterprise and Professional Editions and accessible only to the users with CEO Role. Please contact the administrator of your account for access to the feature. To access this feature, go the [Module] Home ...

• How to Access the Portal Settings?

  To access the portal settings: Go to the "Settings". In the "Portal Settings" section, you can find your configuration options for your Visitor chat window under the "Visitor Chat Window Configuration section". Switch any of the options On (Green bar ...

• What are the access permissions available in the Customer Portal?

  You are provided with the following access permissions, for the customer portal.  All customers can access customer portal Only Registered customers can access customer portalTo set permissions, Goto Setup>Customer Portal>Access Settings

• How to Grant Developer Access to Integrate Tax

  On your CRM click SETUP Under ORGANIZATION SETTINGS Click DEVELOPER LOGIN ACCESS  Click on the 'GRANT LOGIN ACCESS'  *Note: You can revoke access as soon as Integrate Tax Developer is done with your customizations.

• How to access the My Chats view from other pages?

  To access my chat from other pages, just click on the My Chats tab in the left-hand navigation of your SalesIQ. Here in the Chats window you engage with your customers in live chats, where you can also send those visitors files and links, transfer ...