Advanced Setup (Dashboard)

Administrator Help Topic

In the Admin section of the Dashboard, you can update other aspects of your setup as well…
  1. Set Company Roles.  These are different than the Builder Roles.  See Company Roles
  1. Set Opportunity Stages.  See Opportunity Stages
  1. Add Client Defined Fields.  This is available for Enterprise Plan customers only.  See Add custom data fields to your RFP Response Builder setup
  1. 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