User's Guide
Dashboard
Security
- Security Settings
- User Roles
- Security Levels
- Record Export Permission
- Google Sync Permissions
- Permission to change records
Custom fields
Settings
- GDPR
- Change of language
- Licence removal
- Import your Accounts
- Import Leads
- Edit the Header and Footer
Mass changes
- Mass Edit
- Mass Edit of Owner
- Mass Import of Accounts
- Mass Import of Leads
- Bulk change of records
- Bulk deletion / cancellation of products