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Managing CRM Account Settings
Once you sign up for Nonprofit Vertical CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change ...
How do I add a signature to all my outgoing emails?
You can add signature to all your outgoing emails by following the steps given below: To customize signature Click Setup > Personal Settings > Account Information. In the Account Information page, click Edit for the Signature section Specify the ...
Configure Gamescope Settings
Configure Gamescope Settings Gamescope runs on trophies and badges. It is important to configure the right trophies and badges before you start a game. Availability Permission Required: Admins with Modules Customization profile permission can set up ...
Personal Settings
First, personalize your CRM account by changing language and time zone. Also, add your personalized signature to be used for business emails sent via Nonprofit Vertical CRM.
Setting Up Nonprofit Vertical CRM
Setting up Nonprofit Vertical CRM for your Organization The Setup page in Nonprofit Vertical CRM helps you configure all settings necessary to get your CRM up and running. Be it personalization, automation or third-party integrations, you can ...