How to Update Opportunities in Bulk
You can now update multiple opportunities at the same time. You can update “Follow Up Date” and the other 2 date fields in an opportuni...
Private Teams – What are they used for?
In addition to a Sales Team, you can also create and use “Private Teams.”
They are used to limit visibility to companies.
Examp...
‘Update Selected’ vs Reimport
There are certain fields that can not be updated in a company using the “Reimport” function. Fields applicable for Company update: Name,...