System Admin Info & Account-Wide Settings
- ★ Overview of the System Admin Section
- ★ Admin Walkthrough (Webinar)
- ★ Account Setup Requirements
- Adding a Room
- Adding and Editing Reasons for Lost Business
- Adding and Editing Reference Data: Lead Sources, Market Segments, Closing Breaks, Reasons for Loss, Task Types, Payment Types, Units, and Contact Roles
- Adding, Editing, and Removing Event Types
- Adding, Editing, and Removing Revenue Streams
- Adding Holidays to Your Calendar
- Changing Start Day of Week
- Customizing Event Status Names
- Deactivating a Room
- How do I check what different roles can see?
- Managing Business Classifications
- Managing Contact Roles
- Managing Space Usages
- Ordering Rooms and Room Groups
- Organizing Your Spaces: Venues and Groups
- Sending Email from Your Own Email Address
- Setting the Contract Approval Level
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