Customising Picklists & Opportunity Stages Type: #Newsroom#System Admin Training Learn how to modify existing picklist values by deleting ones you don’t want to use and adding new options. You’ll also learn how to add and delete Opportunity Stages to reflect your sales process. LENGTH IN MINUTES: 19:00
Customisation Overview Type: #Newsroom#System Admin Training What can a System Administrator customise within Workbooks? Watch this video for an overview of the things that are within a customer’s control without needing help from the Workbooks team. This video forms part of a series of...
User Management Type: #Product Videos#System Admin Training This tutorial guides you through the steps you need to be aware of in order to manage User records, including: What needs to be in place in order to create Users – Modules, Licences & Extensions How to provide...
