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 Canvassing Campaign
Mobile App Along the bottom bar, select Maps tab, indicated with a "location icon" Tap any Location in the area you want to create a Canvass Along the bottom bar, select Campaigns Tap Create New Campaign Pick at least three Points to create a ...