About Lesson
Designed for system admins and managers, this advanced session covers how to manage user roles, permissions, and workflows. You’ll learn how to set up custom fields, pages, and pipeline views to support your team’s needs. We’ll also review how to build custom reports, schedule reports, and handle common troubleshooting tasks.
Key Topics:
- User roles, permissions, and onboarding
- Workflow configuration and team setup
- Custom fields, pages, and pipeline management
- Custom reporting and system optimization tips
- Troubleshooting and admin best practices