Connections

Manage inquiries and assign them for follow up.

7 articles in this collection
Written by Jorge

Getting Started

What are connections?

Describes what connections are and how they can be used.

Written by Jorge
Updated this week

How do I add a connection?

Describes the steps to add a new connection.

Written by Jorge
Updated this week

How can I complete an assigned connection?

Describes multiple ways to complete a connection that you were assigned.

Written by Jorge
Updated this week

How do I edit a connection?

Describes how to edit an existing connection.

Written by Jorge
Updated this week

How do I delete a connection?

Describes how to delete an existing connection.

Written by Jorge
Updated this week

Configuration

How do I add a new connection type?

Describes how to add a new type of connection.

Written by Jorge
Updated this week

How do I delete a connection type?

Describes how to delete or deactivate a connection type.

Written by Jorge
Updated this week