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Pipelines (139)
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access
Pipeline Access for Agents
Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error
Lead Source and Download Reports Access Restrict
Admin can restrict agent access to Lead source and download reports. To view the enhancement: Navigate to settings Click on restrictions Search for the agent
User Login
In this article, you will learn: How do I log in for the first time? Forgot Password How do I log in for the first
Access Manager (Old UI – V1)
In this article, you will learn: Access Manager – New Look Where can you find the Access Manager? Terminology and fields in Access Manager Using
