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Navigating Tools & Settings

Work with Admins of an account to understand the Tools & Settings section

What is Covered in the Course

  • Understanding User Groups
  • Using the Layout Designer
  • Media Library / Document Library
  • Mandatory Fields
  • Adding Custom Fields
  • Audit History Viewer
  • Setting Targets and KPI’s
  • Email Signature

WhoAdministrators
Duration1 Hour
DeliveryVirtual
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