Introduction: This article shows how to update an Account Owner or Transfer Account Ownership. This update can be done directly through your LeadsHook account. Notes: Step-by-Step Instructions: Step 1: Log into your Account Manager and select Transfer Account Ownership. Step 2: Complete the details of the account you would like to change ownership to including […]
Articles Tagged: change
How to change decimal places in custom field?
Introduction Issue Number custom fields may contain long decimal places, we can modify the number of decimal places for easy reading and etc. Where does this happen? Custom fields such as number custom fields, calculated custom fields Step by Step Instructions Here are 2 ways to change the decimal places in custom fields: Method 1: […]
Team Members: How to Add, Remove and Change Permissions
LeadsHook allows you to add as many users as you want. PLEASE NOTE: Only an OWNER of an account can ADD new users. Before you add a user you need to understand our permission levels. PERMISSION LEVELS Note: Adding team members in Account Manager is not adviseable anymore. Please add new team members directly inside […]
