Advanced Setup (Dashboard)
Administrator Help Topic
In the Admin section of the Dashboard, you can update other aspects of your setup as well…
- Set Company Roles. These are different than the Builder Roles. See Company Roles.
- Set Opportunity Stages. See Opportunity Stages.
- Add Client Defined Fields. This is available for Enterprise Plan customers only. See Add custom data fields to your RFP Response Builder setup.
- Complete Accounts Settings including shared file location information for auto-naming the auto-saving of documents and Quote Files. See RFP Response Builder account settings.