The 'Settings' page in ProsperWorks gives you the keys to the account. Your access will depend on your role:
- Account Owner - Can access every setting, including 'Billing and 'Invoices'
- System Admin - Can access every setting except 'Billing' and 'Invoices'
- Company User - Has limited access
For your ease of use, we have ever account setting documented below:
- Creating Custom Fields
- Choosing your Required Fields
- Working with Admin Read-Only Fields
- Working with Multi-Select Custom Fields
- Customizing Opportunities with Pipeline-Specific Fields
- Working with the Zapier integration
- Working with the Google Drive integration
- Working with the DropBox integration
- Working with the MailChimp integration
- FAQs: The MailChimp Integration
- Working with the Slack integration