-
Configuring Automation Email Recipients
Select Recipients records the Employee tied to an Automation. It is on Step ...
-
Purchase Orders and Inventory On Hand
The Received status records that purchased goods arrived. It includes the da...
-
CoreBridge File Management
CoreBridge File Management is a Windows desktop app that uploads files from ...
-
Managing Employees
The Employees screen provides each Employee's profile and access setting...
-
Opportunities Pipeline
The Opportunities Pipeline gives you a visual way to track potential sales f...
-
Creating Pipelines
A Pipeline is the board where Opportunities move through Stages. Each Stage ...
