Customer Success Team
- Total activity 400
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 0
- Subscriptions 199
Articles
Recent activity by Customer Success Team Sort by recent activity-
Changing the Status of an Invoice
Overview Using Workflow Actions to Change the Status of an Invoice Manually Changing the Status of an Invoice Status Option Definitions Overview Each Invoice has a status applied to it. The sta...
-
Changing the Status of a Quote
Overview Using Workflow Actions to Change the Status of a Quote Manually Changing the Status of a Quote Status Option Definitions Overview Each Quote has a status applied to it. The status deter...
-
How to Link & Import Deals from CRM
CRM will move to an Open Beta state early April '26. Introduction Enabled Element Definitions Linking Deals to Existing Elements Importing Deal as a New Element Unlinking an Element from a Deal Up...
-
Viewing PayEngine Information from within Flex
Introduction View Sent Payment Link & Status Resending Payment Links Cancelling Payment Links Sales Data Visualization (BETA) Next Steps Introduction This article covers how to view information ...
-
Workflow Jobs & Email Templates: "Reply To" and "From Address Name" fields
-
Viewing Docusign Information from within Flex
Introduction View Sent Envelopes Next Steps Introduction This article covers how to view information for Docusign envelopes sent from within Flex. Be sure to check out Docusign | Overview and Ke...
-
Assignment Dashboard
Overview Using the Assignment Dashboard OverviewAs part of the StaffingPlus add-on, you will have access to the Assignment Dashboard (previously known as the Staffing Dashboard). This is a useful ...
-
Generate an Event Folder PDF
Overview Generating a PDF of an Event Folder Enabling and Disabling Other PDF Report Options Overview There are a variety of Event Folder PDF reports that you can print. These reports can be fo...
-
Sending a Purchase PO to a Vendor
Overview Generating a PDF Report Using the "Send to Vendor" Option Modifying the "Send to Vendor" Email Template Overview There are several ways to send a Purchase PO to a vendor. Flex has an em...
-
Sending a Rental PO to a Vendor
Overview Generating a PDF Report Using the "Send to Vendor" Option Modifying the "Send to Vendor" Email Template Overview There are several ways to send a Rental PO to a vendor. Flex has an embe...