Admin Hacks
Quick tips to get you up and running on Admin fast!
21 articles
- GeneralLearn what you can see on the General tab
- Security — Audit LogTracking Admin changes made to your space using the Audit Log
- Security — Entity ChangesTracking Admin changes made to your space using the Audit Log
- Company EmailsLearn about adding Company Email addresses for users to use when sending emails from inside Coevera
- What’s a Unit?This article details what a unit (or sales unit) is and how they can be used in your account for things like managing user security.
- Adding UsersThis article explains how to invite a new user to Coevera with the role and unit selections you have made. Also learn key terminology.
- Managing User RolesThis article explains how to create a custom user role and use it as a template to manage security for future users.
- PipelinesSee how easy it is to set up a pipeline in Coevera. This article will tell you everything you need to know to get started.
- Base CurrencyLearn about the base currency and what to do if you don’t forecast money values.
- CurrenciesThis article teaches you how to enable multiple currencies, where to use them within the system, and how to keep them updated.
- Exchange RatesThis article covers how to add an exchange rate list and how to keep currency rates up to date.
- Product CategoriesUse the Products Categories to group your products and services to make them easier to find
- ProductsLearn how adding your Products is useful within the Opportunities section of the tool. Also learn key terminology within Products.
- Price ListsWhen and how to use product/service price list, add to opportunities with or without price and discounts, using multiple currencies
- Accounts HierarchyLearn how to view the relationship between Accounts in the account hierarchy and how the hierarchies can be used.
- Sales RolesThis article details how to create sales roles with the Buying Center to track all of the contacts linked to your Opportunities.
- Accounts RelationsLearn how to view the networked relationships between Accounts in the Relation graph.
- Contacts RelationsLearn how to view the networked relationships between Contacts in the Relation graph.
- Fields & FormsLearn what forms and fields are within Coevera and the key terminology you will need to know to use them effectively.
- SettingsThis article goes over global, email, attachments settings that will apply to all users within Coevera.
- Automation HubIn the Automation Hub see which Apps are integrated with Coevera and other suggested integrations. You can also request a custom solution.