Settings
How to use Settings and the features found in settings
PLATFORM WORKFLOW Task Description: Add/Change the Logo of Your Organization Objective: To show Organization Admins and Users how to add or change the L...
Fri, Feb 21, 2025 at 2:50 PM
PLATFORM WORKFLOW Task Description: Add, Edit, and Remove a User Objective: To show Organization Admins and Users how to manage user access within their...
Fri, Jan 9, 2026 at 10:02 AM
PLATFORM WORKFLOW Task Description: Create, Edit, and Delete a Tag Objective: To show Organizational Admins and Users how to create, edit and delete a t...
Fri, Apr 11, 2025 at 2:28 PM
PLATFORM WORKFLOW Task Description: Create a Custom Field Objective: To show Organization Admins permission level and Users how to create a custom field...
Fri, Sep 26, 2025 at 2:42 PM
PLATFORM WORKFLOW Task Description: Change Status Label Objective: To show Organization Admins and Users how to change status label Organization: Under...
Wed, Mar 19, 2025 at 3:44 PM
PLATFORM WORKFLOW Task Description: Add a phone number and a forwarding number to your organization Objective: To show Organization Admins and Users how...
Thu, Jan 8, 2026 at 1:09 PM
PLATFORM WORKFLOW Task Description: Create Custom Values Objective: How to create Custom Values Organization: All System Permission Level: System Adm...
Fri, Jan 16, 2026 at 1:52 PM