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Account Setup
Account Setup
How to setup and configure your account (Admin users)
By Lucas
1 author
13 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