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Configuration

ver. 1.0

This article is for an Administrator only.

 

Click "Settings".

Select "Configuration". 

Configuration_01.png

The "Company Configuration" page  has the following features:

1)  Freshness Cadence

2)  Health Score

3)  Company Details

4)  Labels

5)  Features, SSO and API

6)  Notifications and Email Settings

7)  Integrations

 

Freshness Cadence

Click "Freshness Cadence" or "Edit".

Configuration_07.png

On the the "Edit freshness cadence settings", you can configure the Action and Contact freshness.

Configuration_02.png

Action Freshness

Choose the preferred "freshness" for On Track, In Caution and Needs Attention.

Configuration_03.png

 

Contact Freshness

Choose the preferred "freshness" for yellow items and red items.

Configuration_04.png

Click "Save" when done.

 

 

 

Health Score

Click "Health Score" or "Edit".

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Determine the weight of each Health Score attribute. Based on your organizations goals or focus.

Configuration_05.png

Click "Save" when done.

 

 

 

Company Details

Click "Company Details" or "Edit".

Configuration_09.png

The "Company Name" field is mandatory. The text fields "Description" and "Startup Message" can accommodate more than 500 characters.

Choose your preferred currency symbol.

Configuration_06.png

Click "Save" when done.

 

 

 

Labels

 

Click "Labels" or "Edit".

Configuration_10.png

 

You can customize the labels if you have internal jargon or acronyms. 

Example: Account can be changed to LOB.

Configuration_11.png

Click "Save" when done.

 

 

 

Features, SSO and API

Click "Features, SSO and API" or "Edit".

Configuration_12.png

You can turn a feature on/of by ticking the boxes.

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SSO or Single Sign-On can also be activated for Google accounts within your organization.

Click "Save" when done.

 

 

 

Notifications and Email Settings

Click "Notifications and Email Settings" or "Edit".

Configuration_14.png

Turn auto email features on/off.

Configuration_15.png

Click "Save" when done.

 

 

 

Integrations

Click "Integrations" or "Edit".

Configuration_16.png

Turn on "Salesforce" or "Slack" Click details to know more.

Configuration_17.png

Click "Save" when done.

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