Absolutely, you can modify, personalize, or remove any sample data whenever you like.
If your location doesn’t have a default pipeline set up, sample Opportunities and Pipelines won’t be generated. However, you will still get sample data for Contacts, Tasks, Notes, Companies, and Tags..
No, existing subaccounts will remain unchanged. This feature applies only to newly created subaccounts.
All sample data records are clearly prefixed with “(Example)” to differentiate them from your actual data.
Feature 1 – Configuring Searchable Fields for Your Organization Admins now have the ability to customize which fields are searchable for objects like Contacts, Opportunities, and Custom Objects. This enhancement enables more tailored search experiences and supports regex-based searches for designated fields. For Contacts and Opportunities – you can search for up to 6 fields. […]
How to Access the List View: Feature List: Benefits of the List View The List View offers several key advantages that can enhance your productivity and streamline your workflow:
Overview Recurring tasks enable you to set up tasks that automatically repeat at chosen intervals, eliminating the need to recreate them manually. This feature lets you define how often tasks recur, set end dates, and efficiently manage ongoing responsibilities. Feature Details Note: If a deleted task is restored, any recurring instances that were scheduled during […]
The Tasks List View brings a variety of upgrades aimed at enhancing task management and tracking within your account. Featuring advanced filters, flexible view options, and a user-friendly design, it simplifies the way you organize and stay on top of your tasks. Feature 1 – Accessing the Tasks List View Feature 2 – Creating a […]
Overview The All-in-One Chat widget combines multiple communication channels—Live Chat, Email, and WhatsApp—into a single, streamlined interface. This eliminates the need to juggle separate widgets and gives your visitors a smooth, convenient way to choose their preferred method of contact. Key Benefits Prerequisites Step-by-Step Setup Using the All-in-One Chat Widget Frequently Asked Questions Troubleshooting
The Chat Widget is enhancing its user experience by introducing powerful support for custom fields in the contact form, usable across SMS, Email, and WhatsApp chats. This upgrade unlocks impressive customization options for the Contact form. What does this include However, the country flag selection is shared across all phone fields—changing the flag in one […]
How does it work? Note – The current setup will become the default chat widget.
How to obtain the embed code for web chat for the website: Copy the embed code from Sites > Chat Widget > Get Code Below are the step-by-step instructions for adding a custom chat widget to a Weebly website using various methods: Method 1: Adding a Custom Chat Widget with Weebly’s Header Code Injection Feature […]
How to obtain the embed code for web chat for the website: Copy the embed code from Sites > Chat Widget > Get Code Here is a step-by-step guide on adding a custom chat widget to a Duda website using various methods: Method 1: Method 2: You can also add the chat widget using an […]