Creating and editing Departments Step by Step
Departments are crucial to tracking and separating different types of data within your organization. Heres a quick tutorial on how to make and edit them.
Step One: Navigate to the Departments menu
Step Two: Use the Add button to create a new department
Step Three: Fill in the departments’ name, a brief description, and select which opportunity template you wish to use
Step Four: Click the Save button
Note: You can edit and delete departments using the corresponding buttons