Account Info
Find answers to questions about your account and team management functionality.
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What do I do if I can't remember my username or password?
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How do Filters work?
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What is calendar sync and how do I set it up?
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If I change the pin color of an account- does my whole team see the change or just me?
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Does my sales rep get access to the company if I only share the contact (via groups)?
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Does my sales rep get access to the associated records (People, Deals and Activities) if I share companies?
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If I have to delete a user, will their data still stay?
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How do I make a connection between CRM and Map My Customers?
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Can I reassign a user’s account?
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Why am I not getting a reset password email?
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Where can I find the Login button on the webpage?
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What’s the difference between removing and deleting a user?