User Profile You can manage settings of your own user profile. In such a way, you can set up your signature for...
Changing the Language By default, the system is displayed in the region’s language. You can switch between three variations of English: English (Unites...
Go To Menu The Go To menu is located in the top navigation menu and is used to open additional applications integrated with...
Sending Emails You can directly communicate with the Lead by email or by SMS. This way you can easily track all the...
Application Event Log You can use the Application Event Log to find out information about actions performed in the system. It allows you...
Schedule Tasks Log You can use the Schedule Tasks Log to find out information about the status of scheduled tasks in the system....
Bulk Update Tasks Log You can use the Bulk Update Tasks Log to find out information about the status of bulk update tasks in...
Franchise Scheduled Tasks Scheduled Tasks The system performs a set of scheduled tasks on a regular basis. The following tasks are performed: Delete...
Creating / Editing ToDo Tasks Creating a New Task To the left side of the ToDo list, locate the Create New Task button and click...
Generating ToDo tasks by triggers The system generates automatically a range of ToDo tasks according to the event triggers. The system looks up for users...