Tutorial: Custom Fields
In this tutorial, we will see how to create a custom field. A custom field is an additional piece of data that can be added to the information available by…
Tutorial: Select Data from Lists
In this tutorial, we will see how to select data, to do grouped processing. We will take the example of the contact list, but the principles are also applicable to…
Tutorial: Customize Lists
In this tutorial, we will see how to customize the lists. We will take the example of the contact list, but the principles are also applicable to companies, and all…
Tutorial: Set up the Dashboard
In this tutorial, we will see how to set up the dashboard. By default, it consists of 3 topics: monthly forecasts, pipeline by sales stages, and data alerts. This can…
Tutorial: Creating Contacts and Companies
In this tutorial, we will see how to create contacts and companies. We will start by creating a new contact, clicking on the + button of the contacts, and then…
Tutorial: Filters, to find the data corresponding to your criteria
In this tutorial, we will see how to filter the data. In data lists, we can apply a filter to see only those that match certain criteria. For example, for…