Startdeliver

1. Configuring your account: Checklist

Add team members, create teams and edit them

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)

Lucas Flobecker

Setup your account so that you and your team is ready to start working

Account Setup [ADMIN]

Find answers and get help from Intercom Support and Community Experts

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