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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
After a storm, it’s easy for sales, marketing, and canvassing teams to step on each other’s toes — or miss key opportunities altogether. Campaigns help you eliminate the confusion by organizing your team’s efforts around specific neighborhoods. You ...