Admin
Do you have any questions on how to do key things in the Sales Hub? Like viewing customer info, sending quotes, or sharing files? Check out these documents to answer…
- Update Internal User Contact Information
- Processing Fees Overview (Finix)
- Payouts Overview (Finix)
- What to Do When an Employee Leaves
- Create a New Employee Platform Account
- Payments Report Overview (Finix)
- Generate Digital Statements by Invoice Fiscal Month (Agvance)
- Using AgVend APIs
- Smart Product Suggestions
- Adjusting the Assigned Locations of Internal Users
- Managing Notifications by Location Within the Platform
- Reassigning a Salesperson on Client Accounts