Channel | Publish Date | Thumbnail & View Count | Download Video |
---|---|---|---|
Claritysoft | 2019-09-05 18:35:08 | 96 Views |
00:07 INTRODUCTION AND AGENDA
03:15 BASIC ADMINISTRATOR SETTING
04:30 Configure preferences
08:28 User passwords
08:56 Password rules (improved password restrictions)
15:25 Change module names
18:10 Logo integration
7:30 PM Contact name configuration
24:16 Lead source configuration
26:02 USERS & PROFILES
26:22 Access to profiles
30:20 Configure user profiles
33:37 Import users
34:21 Configure email settings for users
36:59 Audit log
38:26 ADJUSTMENTS
40:39 Custom fields
43:17 Module adjustment
45:15 Adjusted field change
46:00 Add a custom field
49:57 Add new field to a UI template
53:27 Mandatory and read-only fields
57:23 Lead-to-opportunity conversion process
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