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)

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• When should I sync status between company and contact?

  If your clients are whole companies, i.e., you do Account-based sales, you should sync the journe...

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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 the customers who were assigned to an account manager who has now left the company?

  Only your admin has permission to see customers without an account manager. The admin can assign ...

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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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• I can't 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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• My colleagues from another region can only see activities related to specific customers. How can they see everything?

  The items that you can and cannot see are controlled by your role. If your role permission denies...

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• Why do I get an error when I try to move a sale/opportunity from one user to another?

  If your role permission denies you from saving another user's order, you can contact your admin t...

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• I joined a meeting with a colleague yesterday. Why can't I edit information related to it now?

  Your permission settings are preventing you from editing your colleagues' meeting, because you di...

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• How can I set up a user so they can see information, but not change or add anything?

  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 I created?

  Please note: Below works if your Admin has enabled the "Export permission" setting.  Click Sales ...

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