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Account Setup

Account Setup

How to setup and configure your account (Admin users)

By Lucas1 author13 articles

Account Setup

1. Configuring your account: Checklist

2. Create/Edit Teams

3. Create Custom Fields

4. Setup Standard Filters

5. Create/Edit Project Template

6. Create/Edit Customer Status

7. Create/Edit Customers lists

8. Edit Views (Header & Tabs)

Advanced Account Setup

Setup Shared Workspace

Add Impact Views

Create Products with Health Rules

Portfolio Setup

Assign a Team Member to Customers

Assign a Status to Customers