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Leads 365

Scheduled Maintenance for Release 338 4/12/2015. Release 337 is coming - scheduled maintenance window 9/10/2015. Release Notes - 337 - 9th October 2015. Release Notes - Version 336. Release Notes - version 335. See all 10 articles. BI Dashboards not currently Editable. How do I Filter on Opportunity Pipeline? Filter is different on several pages. Filters are not permanent on Company or Contact filtered list. Attachment functionality and Content Library not fully operational yet. See all 11 articles.

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Scheduled Maintenance for Release 338 4/12/2015. Release 337 is coming - scheduled maintenance window 9/10/2015. Release Notes - 337 - 9th October 2015. Release Notes - Version 336. Release Notes - version 335. See all 10 articles. BI Dashboards not currently Editable. How do I Filter on Opportunity Pipeline? Filter is different on several pages. Filters are not permanent on Company or Contact filtered list. Attachment functionality and Content Library not fully operational yet. See all 11 articles.
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Leads 365 | support.leads365.com Reviews

https://support.leads365.com

Scheduled Maintenance for Release 338 4/12/2015. Release 337 is coming - scheduled maintenance window 9/10/2015. Release Notes - 337 - 9th October 2015. Release Notes - Version 336. Release Notes - version 335. See all 10 articles. BI Dashboards not currently Editable. How do I Filter on Opportunity Pipeline? Filter is different on several pages. Filters are not permanent on Company or Contact filtered list. Attachment functionality and Content Library not fully operational yet. See all 11 articles.

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support.leads365.com support.leads365.com
1

BI Dashboards not currently Editable – Leads 365

https://support.leads365.com/hc/en-us/articles/207257163-BI-Dashboards-not-currently-Editable

BI Dashboards not currently Editable. At this point we are working to fix this, but the BI Dashboards section does not allow you to edit the source of data, or the chart layout. You can still Add, Remove and Re-arrange charts, so until this issue is fixed please delete and re-create your charts to change them. October 25, 2016 05:01. Was this article helpful? 0 out of 0 found this helpful. To leave a comment.

2

How to Add a User on L365 and adding an Account Manager along the way? – Leads 365

https://support.leads365.com/hc/en-us/articles/206959883-How-to-Add-a-User-on-L365-and-adding-an-Account-Manager-along-the-way-

User Guide / Knowledge Base / FAQs. How to Add a User on L365 and adding an Account Manager along the way? Adding a User in your CRM is very simple. From here, you can easily decide if the user you will make either as an Account Manager. Or as a Administrator. On the Home page, expand " System. And click " Users. On the Users page, click User. 3 On the Create new user. December 11, 2015 05:01. Was this article helpful? 0 out of 0 found this helpful. To leave a comment.

3

Filter is different on several pages – Leads 365

https://support.leads365.com/hc/en-us/articles/205249539-Filter-is-different-on-several-pages

Filter is different on several pages. The way a User creates a Filter is different through out the app. We are working to make the Filter function the same across all pages. August 18, 2015 02:19. Was this article helpful? 0 out of 0 found this helpful. To leave a comment.

4

Release Notes - version 335 – Leads 365

https://support.leads365.com/hc/en-us/articles/205249519-Release-Notes-version-335

Release Notes - version 335. Today we updated to Release 335. This update has several new features, fixes and bug squashes. Back out of Imports has been fixed. Notes can now be mapped when importing data. Several fixes to Allocate New Leads page. Viewing notes when editing Opportunity now fixed. Users can now specify the search order when creating a query. Use parentheses to control the evaluation order. Various fixes to merge fields on email templates. User ID is now displayed in the User list. Admin Us...

5

Scheduled Maintenance for Release 338 4/12/2015 – Leads 365

https://support.leads365.com/hc/en-us/articles/207006333-Scheduled-Maintenance-for-Release-338-4-12-2015

Scheduled Maintenance for Release 338 4/12/2015. UPDATE 4:30 11/12: as promised we are moving ahead with Release 338 today. Update 5:30 4/12: We have encountered some technical difficulties. As of right now we are putting release 338 on hold and will advise you of plans once we have gotten to the bottom of this. This Friday 4th of December we will be releasing build 338 to production. During this time there may be some service disruption. We will start at 5pm AEDT and will take approximately two hours.

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Support - Leads 365

http://leads365.com/support

Features & Benefits. You can find the answers you’re looking for within our knowledge base. Or you can email support@leads365.com. Enter your email address:.

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Support | Leads 365

http://leads365.com/support/helpdesk

Features & Benefits. Learn more about Leads 365 products, or get service, support, or professional advice. We understand how valuable good support is to our customers. Thats why we go above and beyond to get your questions answered. Open a ticket here if you can’t find a resolution to your problem within the knowledge base. We will try our hardest to get your problem resolved within the business day. Have a question or problem? Open up a ticket here, and we’ll direct your inquiry to the best support spec...

leads365.com leads365.com

FAQ | Leads 365

http://leads365.com/products/faq

Features & Benefits. Get the answers you need before you begin working with Leads 365. How can Leads 365 help my organization? Leads 365 is a full-featured CRM that emphasizes lead and sales management. Our product can help your business with most of its core sales operations, but specializes in helping you improve your lead and sales conversion rates. Which Leads 365 product is for me? Who are the typical users of Leads 365? How secure is Leads 365? Is it possible to see a demo of Leads 365? Absolutely&...

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Scheduled Maintenance for Release 338 4/12/2015. Release 337 is coming - scheduled maintenance window 9/10/2015. Release Notes - 337 - 9th October 2015. Release Notes - Version 336. Release Notes - version 335. See all 10 articles. BI Dashboards not currently Editable. How do I Filter on Opportunity Pipeline? Filter is different on several pages. Filters are not permanent on Company or Contact filtered list. Attachment functionality and Content Library not fully operational yet. See all 11 articles.

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