Team
Adding and removing users from the team
Learn how to manage your team members.
Written by Natalia Iwańska
What do the individual metrics in the Reports mean?
Written by Natalia Iwańska
Sharing files within the team
Written by Natalia Iwańska
How many people can I add to my team?
See how many people your sales team can have!
Written by Natalia Iwańska
Is it possible to generate a report for a specific day?
Written by Natalia Iwańska
Change the color of the proposal preview window
See how to customize viewer and proposal widget elements to match your company's branding!
Written by Natalia Iwańska
Editing account settings and permissions in the team
In this article, you will learn how to edit team members’ accounts using administrator permissions.
Written by Natalia Iwańska
What happens when a team member is removed?
Written by Natalia Iwańska
Can I share templates with members of my sales team?
Written by Natalia Iwańska
Can team members access my or other members’ proposals?
Written by Natalia Iwańska