Customize Setting
Sales Culture > Customize Setting
Customize Label
Sales Pipeline Stages
Proposal Status
Activity Status
Activity Type
Set Important Field
Activity
Sales Lead
Check In
Proposal
Customer Info
Email Alert
Email Alert
Weekly Performance Report
Activity & Leads Schedule
SLAM Reminder
Sales Group
Sales Group
Create Sales Group
Add User Into Group
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Newest articles
Sales Target
Mobile Web App
Quick Links (Favorite Menu)
View Activity Calendar
Step 1: Set Customer Category
Edit & Delete Working Group
View Employee List in Working Group
4. Assign User Into Group
3. Set Working Groups
2. Set Normal Working Schedule