Last updated 4 years ago
Managing Work
Importing / Exporting Data
Creating Cards
Exporting Activities
Assigning Cards
Importing Accounts
Lane Actions
Updating Healthscores
Using Engagements
Salesforce Integration
Lock Account View
Email Logging
Segmenting & Filtering
Running Reports
Data Tile Drilldowns
Bolstra Analytics
Creating Filters
Administrating Bolstra
Creating Activity Boards
Creating Healthscores
Custom Attributes & Layouts
Using Lifecycles
Using Contracts