Ally
- Total activity 21
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 13
Activity overview
Latest activity by Ally-
Ally created an article,
After Call Work - Onboarding Call 5 Production
Articles/Resources: Creating Project Templates and Step Dependency settings Create Projects Using Project Templates i360 Production App with Gantt chart Project Costs Uploading Files and Documents...
-
Ally created an article,
After Call Work - Onboarding Call 4 Sales, Payments, and Commissions
Articles/Resources: Cancel a Sale Sale Status and Status Detail Editing Picklist Values and Working with Dependent Picklists Adding Loan records to Quotes and Sales Apply Payments to Sales and Pro...
-
Ally created an article,
After Call Work - Onboarding Call 3 Appointment and Sale
Articles/Resources: Working with Products and Quote Templates Create Lenders & Loan Options Working with Sales Appointment Activities Creating a Quote and using Quote Templates Adding Loan records...
-
Ally created an article,
After Call Work - Onboarding Call 2 Data Entry and Appointment Setting
Articles/Resources: Glossary of Terms by Object Set Lead Source and Source Type Values Creating Lead Sources and Ending Lead Sources Lead Entry Video: Account Page Walkthrough Schedule...
-
Ally created an article,
After Call Work - Onboarding Call 1 Getting Started/System Overview
Articles/Resources: Home Page Navigation Set Global Product Categories Set Global Territory Values Creating Staff and Activating Users Set Company Information Set Fiscal Year and Busine...
-
Ally created an article,
After Call Work - Onboarding Call 7 System Admin Part 2
Articles/Resources: Add Fields to a Record Page Add Fields to a Related List Customize Compact Layout Lifecycle Email Communications Guide How To Edit Email Templates How to Create a Sandbox How to...
-
Ally created an article,
After Call Work - Onboarding Call 6 System Admin Part 1
Articles/Resources: Creating Staff and Activating Users Ending Staff members and Deactivating Users User Profile Settings Salesforce Help Site: Object Permissions Reports and Dashboard Guide Work ...
-
Ally created an article,
Internal - RingCentral for i360 Lightning
Installation: On the i360 Admin Profile or installing User's Profile, add the System Permission called "Change Dashboard Colors" Install Ringcentral for Salesforce in Production from: https://w...