Toyin Odelola
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Activity overview
Latest activity by Toyin Odelola-
Toyin Odelola created an article,
Snapshot Report: Competitor data
The Snapshot Report has always provided valuable data to businesses, allowing salespeople an intelligent jumping-off point for conversations with prospects. At times, prospects wanted more data and...
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Toyin Odelola created an article,
Enhanced Search in Task Manager
Task Manager users can now find tasks and projects by searching any keywords or phrases associated with the item. Previously, projects and the tasks within them could only be found by searching for...
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Toyin Odelola created an article,
Projects FAQ
Question: Can I reorder Project tasks if one or more tasks are locked? If there is a Project Task that is dependent on a locked task, you will not be able to reorder any of the Project tasks within...
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Toyin Odelola created an article,
Adding Login Credentials
You can securely save your clients’ usernames and passwords in Task Manager. You can add the credentials via an Onboarding task or within Account Settings: How to add login credentials via an Onboa...