Articles in this section
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)Read more
When should I sync status between company and contact?
Sync journey statuses between contacts and companies when your clients are: Whole companiesAll c...Read more
How do automatic MQL rules work?
Defining marketing qualified lead (MQL) criteria works the same way as with segment criteria. You...Read more
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...Read more
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...Read more
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...Read more
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:Read more
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.Read more
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...Read more
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...Read more
How do I export contacts from a list?
Please note: Below works if your Admin has enabled the "Export permission" setting. Click Sales ...Read more