Articles in this section
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What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
A: It takes the account manager with the lowest ID (i.e. the user created first as a user)
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When should I sync status between company and contact?
Sync journey statuses between contacts and companies when your clients are: Whole companiesAll c...
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How do automatic MQL rules work?
Defining marketing qualified lead (MQL) criteria works the same way as with segment criteria. You...
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How do we find customers assigned to an account manager who has left the company?
Your admin can view customers without an account manager. The admin can assign a new account mana...
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How do I remove users from our filters?
You can deactivate users so they won't have login access, and won't count as part of your plan. T...
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Why can't I find a filter my colleague uses?
The filter may be restricted to a specific role, and you and your colleague don't belong to the s...
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Why can't my colleagues see all my activities?
What a user sees is dependent on their role. The Admin can change permissions for access:
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Why do I get an error when trying to move a sale/opportunity between users?
This is usually because of your role permission. Contact your admin to change your settings.
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Why can't I see/edit an appointment created by someone else?
If your role permission stops you seeing/editing information, ask your Admin to change your permi...
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How can I give users read-only permissions?
When you create a new role, set the permissions on the Set role access page to be "None" under th...
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How do I export contacts from a list?
Please note: Below works if your Admin has enabled the "Export permission" setting. Click Sales ...
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