Support Articles

How to: Add Notes, Documents, and Interactions against a Placement
This feature allows you to keep a log of all your interactions, store documents, and add notes against a placement. This ensures all information about the ...
Thu, 14 Dec, 2023 at 10:07 AM
How to: Create a Placement
1. Once you've logged in, click into the Placements module. 2. Click on Add Placement on the top right-hand corner of the page. This will bri...
Wed, 26 Oct, 2022 at 2:39 PM