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Get started as an admin
Account Setup [ADMIN]
Account Setup [ADMIN]
Setup your account so that you and your team is ready to start working
By Lucas
1 author
8 articles
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)