Customer Support

Dashboard 6

• Dashboards and Sidebar Views
• Main Dashboard View
• Secondary - Account Executive Dashboard
• Account Executive Projections (Dashboard)
• Sales Manager - Projections (Dashboard)

View all 6

Filters & File Storage 3

• Using "Filter By"
• Search Table
• File Storage and Management

General Questions 5

• Why am I getting a message “Access denied to that feature” ?
• Forgot your password - what to do...
• Operating System and our CRM...
• CRM - Customer Relationship Management
• Setting up Gmail as your Default Email Client

Reports 2

• Sales: Closed and Forecast Reporting
• Activity Reporting

User Profile Management 2

• Updating my password
• User Profile: updating and editing

Notifications / Inbox 2

• User Inbox / Notifications
• Inbox/Notifications