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Create a New Opportunity
Introduction: There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). Creating a new opportunity when the current opportunity has been closed out (e.g. ...
Create New API Key
Browser App Along the left-hand bar, select Personal Settings, indicated by the "gear" icon Select API Keys Click Create New API Key Fill out form: Name: Add a title Select Application: Choose which app to integrate with Select Scopes: Choose to ...
Create Custom Roles
Introduction There are a dozen pre-set roles in the app that will fit many company's needs . However, a company may find it needs particular roles the app does not have. A Custom Role is a tailored set of permissions given to a role that is then ...
Create a Contact
Mobile App Create a Stand Alone Contact Select Contacts tab along the bottom, indicated by a "person" symbol Tap ➕ on the bottom right Fill out contact info and tap Create Learn how to link a Contact to an Asset Here Create a Contact on an Asset ...
Create A Campaign To Coordinate Teams
Mobile App Tap the Search Button in the top right corner Along the bottom bar, select Campaigns Tap Create New Campaign Pick at least three Points to create a Canvassing Campaign Tap Regional Color After picking the Color and Opacity, tap Next Give ...