Settings & Set-Up

• How to create a saved view (by lead source)
• Domain Authentication
• Working with Saved Views: QuickStart Video Guide
• Ordering a Background Check and Setting Up Background Check Providers
• Understanding Roles and Notifications
• Adding a User
• Add User Signature
• Changing Your Password
• Creating an Email Signature
• Setting Up ACH Payments
• Viewing Billing Statements and Purchasing SMS Credits