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Admin Guide
Home
Resources
Admin Guide
Setup Snapforce CRM
Welcome Snapforce Adminstrator
Account Setup
Company Information
Locale
E-mail Setup
Phone Number Formatting
Customization
Field Types
Customization Overview
Module Customization
Page Layouts
Quick Version
Field Customization
Tab Names
Branding
Color Customization
Other Settings
Generating Web Forms
Integrations
Third Party Integrations
Email Setup
Twilio
Mail Sync
Quickbooks
Click To Call
Automation
Workflow Rules
Workflow Example - Assigning New Leads
Workflow Example - Creating Tasks Upon Assignment
Workflow Example - Case Escalation Rules
Workflow Example - Big Deal Alerts
Workflow Example - Notification Rules
Workflow Example - Scoring Rules
Workflow Example - Drip Campaigns
Workflow Syntax
Users
New User Setup
Data Management
Importing Data
Audit Trail
Global Audit
Global Audit Export Logs
Data and File Backups
Merging Duplicate Data
Security
Password Management
Permissions
Session Idle Time
Sharing Settings
Firewall
Territories
Restricting Export Ability
Two-Factor Authentication
Password Reset Policy
IP Address Restrictions
Settings
Changing your Password
Subscription
Managing Your Subscription