Settings

Add users, set targets, manage integrations and configure data import.

3 articles in this collection
Written by Richard Mann and Ned Bada

Removing CRM deleted deals from QuarterOne

How to remove deals that have already been deleted in your CRM

Written by Ned Bada
Updated over a week ago

My Deals and other User access rights

Difference between the Admin, All Deals, and My Deals access rights

Written by Ned Bada
Updated over a week ago

Forecasting on a date other than 'close date'

If your deals don't necessarily start on the "close date", QuarterOne can help you forecast based on a different date instead

Written by Richard Mann
Updated over a week ago