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…
- Smart Product Suggestions in the Customer Portal
- Customize Roles & Permissions for your Team
- Update Internal User Contact Information
- Processing Fees Overview (Finix)
- Payouts Overview (Finix)
- What to Do When an Employee Leaves
- How to Create a New Internal User
- Payments Report Overview (Finix)
- Generate Digital Statements by Invoice Fiscal Month (Agvance)
- Using AgVend APIs
- Team Hub Smart Product Suggestions (Internal Only)
- Adjusting the Assigned Locations of Internal Users
- Managing Notifications by Location Within the Platform
- Reassigning a Salesperson on Client Accounts