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Workspace and Company Settings Configuration
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