Management (21)

Articles housed in this folder are items that would most commonly be completed by a Company Manager/ a User with a Company Admin or Manager Security Role

How to Create & Assign an API Posting Token

Created by Corey Nolan, Modified on Wed, Jan 15 at 5:23 PM by Nikki Taylor
How to Add or Edit a Campaign on a Contact

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:30 PM by Corey Nolan
How to Manage a User

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:32 PM by Corey Nolan
How to Create an Affiliate

Created by Corey Nolan, Modified on Mon, Aug 4 at 11:53 AM by Corey Nolan
How to Import a Lead File

Created by Corey Nolan, Modified on Mon, Aug 4 at 11:53 AM by Corey Nolan
How to Set up a Notification

Created by Corey Nolan, Modified on Thu, Jul 17 at 1:00 PM by Corey Nolan
How to set up a Finance Company

Created by Corey Nolan, Modified on Mon, Jul 21 at 12:57 PM by Nikki Taylor
How to Create a Finance Program

Created by Corey Nolan, Modified on Mon, Jul 21 at 12:55 PM by Nikki Taylor
How to Reset User Password

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:31 PM by Corey Nolan
How to Use Time Clock and Run Reports

Created by Corey Nolan, Modified on Mon, Aug 4 at 2:36 PM by Corey Nolan