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  • June 07, 2018 13:20
  • Updated
  • Mandatory fields. How to make fields mandatory to fill when creating new contacts?
  • Custom fields mapping. Transfer custom fields information from leads to companies, people and deals
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  • How to create a tag?
  • How to use and manage tags?
  • How to create and edit custom fields?
  • How to create my own filter combination?
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  • Click on the icon with your credential on the upper right corner > Settings > Preferences > Company Profile > Cancel my account.

 

 

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