In this video
Open Settings and find company and team configuration
Locate workflows, roles, and permissions
Find custom fields, stats, scorecards, Customer Map, and links
Recognize that available settings depend on your access and company features
Tour Terros web Settings and find where to manage company and team preferences, workflows, permissions, custom fields, and other tools.
Open Settings and find company and team configuration
Locate workflows, roles, and permissions
Find custom fields, stats, scorecards, Customer Map, and links
Recognize that available settings depend on your access and company features