Administrative Features

Settings and Security

• Company Settings
• Users and Groups
• Security

Records

• Automation Details
• FAQ: Why aren't Automations firing?
• Record Relationships
• Record Template Builder
• Record Fields
• Record Layout

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Workflows

• FAQ: How do I set "expertise" for an automatic task assignment?
• Workflow Scoring Model
• Creating Workflow Templates
• Workflow Planning - Admin Configuration

Imports and Exports

• Activities Import
• Data Import
• Scheduled Imports and Exports
• Activity Export
• Datamart
• Importing Data Overview