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How to view the Login History? To view the Login History follow the steps given below: Go to CRM Settings...
June 10th, 2021 860 views 0 likes
How to Add New User? To Add New Users follow the steps given below: Login as an Admin user Go...
March 9th, 2021 905 views 0 likes
How to create Roles? To create Roles follow the steps given below: Go to CRM Settings > User Management >...
March 10th, 2021 750 views 0 likes
There are two types of Sharing Rules: Public Sharing Rules: It helps you to control a group or a role...
March 12th, 2021 748 views 0 likes
How to create Profiles? To create Profiles follow the steps given below: Go to CRM setting > User Management >...
March 12th, 2021 778 views 0 likes
How to create and manage Groups? You can create different Groups to manage the operation within the Organisation. To create...
March 12th, 2021 638 views 0 likes