Eduardo Calvo

What's my plan? Suite Professional, Enterprise, or Enterprise Plus Support with Explore Professional or Enterprise Note: If you’re on a Professional plan, the pre...

What's my plan? You can filter the leads, contacts, and deals displayed in your working lists and smart lists by common fields. Such fields can include first name, last name, and date added, for ...

What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support with Guide Professional or Enterprise Location: Knowledge admin > Manage articles ...

What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Professional, or Enterprise You can configure your Web Widget (Classic) to embe...

What's my plan? In Sell, you can select any base currency for your product, and also select the currency individually for each deal. This article covers the following topics: Understanding curr...

What's my plan? The Total Sales report is a comprehensive overview of your total sales segmented by owner, source, customer, team, and product. It provides you with a quick view of your sales with...

What's my plan? You can set up fields that are mandatory (required) so that they are always completed when creating or editing leads, contacts, and deals. You need admin rights to configure requir...

What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support with Guide Professional or Enterprise Location: Knowledge admin > Arrange content (...

Question I'd like to receive notifications for new chats. How can I get desktop notifications for Chat? Answer Every agent has the option to enable notifications in Chat settings. For detailed ins...

What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support with Talk Team, Professional, or Enterprise // <![CDATA[ (function(e){"undefin...