Workspace and Company Settings Configuration

Setup your company's workspace with contacts, employees, account types and company settings.

15 articles in this collection
Written by Jamaica Go

Company Settings Configuration

Understanding Portfolios

Written by Jamaica Go
Updated over a week ago

Setting up your Company Information & Preferences

Add or edit general information and preferences about your company

Written by Jamaica Go
Updated over a week ago

Setting up your Business Units

Add/edit business units within your company's workspace.

Written by Jamaica Go
Updated over a week ago

Setting up your Office Locations

List all of your office locations so that you can assign your employees to the correct locations!

Written by Jamaica Go
Updated over a week ago

Adjusting your settings for PDF exports

Instructions on how to adjust the header, footer, logo and accent colors for general PDF's and proposal PDFs within company settings.

Written by Jamaica Go
Updated over a week ago

Setting your Company Working Hours

How to adjust and set your company's working hours

Written by Jamaica Go
Updated over a week ago

Adjusting Settings for CRM Stages

Adjust the Customer Relationship Management (CRM) settings to update win probability percentage and stage names.

Written by Jamaica Go
Updated over a week ago

Creating Trusted Domains

How to create a trusted domain to allow users within your organization to join your company's workspace

Written by Jamaica Go
Updated over a week ago

Employees

Adding New Employees

Add employees to your workspace via the Employees module

Written by Jamaica Go
Updated over a week ago

Understanding Account Types

Add / edit account types within your company workspace to control employee permissions

Written by Jamaica Go
Updated over a week ago

Adding Roles and Labor Rates

Add / edit a job role and pay rates of employees at your company.

Written by Jamaica Go
Updated over a week ago

Import a list of Employees

Import a list of employees to your company's workspace.

Written by Jamaica Go
Updated over a week ago

Archiving an Employee

Remove an employee from your company's workspace

Written by Jamaica Go
Updated over a week ago

Contacts

Adding External Companies to your Workspace Contacts

Add/edit a company or list of companies in your workspace.

Written by Jamaica Go
Updated over a week ago

Adding External Contacts

Add/Edit external contacts individually or using a list to your company's workspace.

Written by Jamaica Go
Updated over a week ago