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
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