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Administrator
Record management

Record management

3
Lessons
16 min
Administrator

Use advanced record management options to optimize your daily work. Get notified about tracked records and fields, allocate records with a click, and merge any duplicates.

Start First Lesson

Summary

Manage which fields are tracked in your system to keep a log of changes made and get notified about them. Follow specific records to always stay up to date. Use the allocate records feature to delegate records to different system users easily. Display messages for any duplicate records, and even choose to merge them.

Lessons in this course

Tracking records and fields

Lesson
1
4 min
Follow records to receive notifications about updates made to them, and track fields to keep a record and get notified about any changes.

Record allocation

Lesson
2
7 min
Use the record allocation feature to quickly distribute leads or tasks to system users. Use the automatic distribution, or manually set exactly how many records will be assigned to each user.

Merging duplicate records

Lesson
3
5 min
Use the duplicate component to alert you about any duplicate records. Then use the merge option to merge the duplicates and clean up your system.