A helpful resource providing answers to common questions and links to our most popular dedicated FAQs
We will continue to iterate this FAQ with updates, new questions, and new guidance. If you have any additional questions about these or any other topics, please don't hesitate to reach out via in-site chat or emailing firstname.lastname@example.org.
- Onboarding FAQ
- What is Onboarding and how do I use it?
- How do I invite users?
- What does "User exists in this source already" mean?
- How do I send a follow up email to users in my Opportunity Pool?
- General Access Troubleshooting FAQ
- How do I use Filters and Views to see data?
- How do I email certain Users?