To Do This: Select the Person icon on the right hand-side of the screen and select ‘Manage Settings’. Under the Preferences, select Yes or No
To Do This: Within your Contract or Lead, head to the Documents tab and click the ‘Select Documents to Upload’ button. Select the Documents using
To Do This: Within your Lead page, select the ‘Move/Copy Lead’ button and select ‘Move Lead’. Select the New Owner- You can start typing the
To Do This: Click the blue edit button on the enquiry. Scroll down to the Marketing box – To delete a preference, select the cross.