FAQs

Frequently asked questions

• How do I log into my instance?
• Why are my Opportunities and Projects missing?
• How can I delete an Opportunity?
• How can I delete a Project?
• How can I add a user?
• Why am I unable to add finishes or parts to my main item? Or Why can't I find the finishes or parts when trying to attach them to the main item?
• Why should I not add area and location in finishes?
• How can I create Custom Reports?
• How do I customize projects' list view?
• How do I Customize the Opportunities' List view?
• What is the difference between Industry Type and Company Role?
• How do I edit sections within my project