Jacob Solanto
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Articles
Recent activity by Jacob Solanto-
Viewing the Recent Activity Screen
The Recent Activity screen provides a detailed log of recent actions and updates. Here's how to access and navigate it: Click the Recent Activity icon in the left-hand menu. The Recent Activity...
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Customizing Notification Settings
You can personalize your notification preferences to stay informed without receiving unnecessary alerts. Here's how to customize your notification settings: Step 1: Access Notification Settings C...
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Switching Between Calendar View and List View
Easily switch between views to manage your tasks and appointments in the format that best suits your needs. Here's how: Step 1: Navigate to the Calendar Locate the Calendar and List icons Ste...
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Switching Between Pipeline View and List View
Easily switch between views to manage your opportunities in a way that suits your workflow. Here's how: Step 1: Navigate to the Pipeline Locate the Pipeline and List icons Step 2: Switching Vi...