Bulk-How to Change Sales Team on Company Records
There may be a day where you want to change the Sales Team on a company. *If you are trying to merge companies to clean up duplicate accounts, this...
Parent Companies – How Do They Work – How to Set Them Up
“How does the parent company relate to functions within the system?”
Parent companies can be assigned to any type of company. It could...
I Can’t Export Companies
When attempting to export all contacts or companies, it’s important to set the Modified From date in the export tool back (I usually set it ba...
How to Create Opportunity Reports
You can prepare a report to share with the principal/manufacturer. This will help them to know what has been going on with different opportu...
