CRM
Sales Automation & Enablement Setup – Admin Guides
88 articles
Distribution
Triggers: Transfer Apps to another Logixx Status
Triggers: New App Created and Webhook Integration
Webhook Profile > Data Transform Type
Triggers > Condition Type > Email Send Request
Triggers > Condition Type > Credit Pull Attempt
Trigger > Condition Type > Monevo Submissions
State Calling Guidelines
Multi-Campaign Code for Monevo
API's: User creation & deactivation/Activation
Manage Roles > Permissions to Data Sources by Roles
Admin > Security Setup >Manage Subscriptions
Admin > Security Setup > Manage Roles
Admin > Security setup > Manage users
Manage Roles > Basic > Basic Permissions
Manage Roles > Basic Permissions > View Archived Apps
Manage Roles > Basic Permissions > Pay Frecuency Role
Manage Roles > Basic Permissions > New Apps Assignment
Manage Roles > Basic Permissions > App Note removal
Admin > Security Setup > Manage Teams
Unrestricted First Payment Date Permission
First Payment Date – Banking Holidays Restriction
Managing Data Source Visibility with Role-Based Permissions
Manage Roles > App Permissions
Admin > Lead roles
Admin > Online Users
Active Tabs Limit per User
Admin > Site Setup> Company Setup > Branches
Actions > Clear ALV ID
Dispositions
Calendar Events : Edit and Delete
Update to Recurring Start Date for Monthly Frequency
"Same Day Welcome Call" Checkbox
Admin > Email Servers
Admin > Email Templates
Admin > Email Configurations
Admin > Unacceptable Creditors
Admin > Document Types
Admin > Service plans
Admin > Conditional Creditors
Admin > Mapping Fields
Admin > Service Agreements
Admin > Signature Request History
Admin > API Post History
Data Sources
Template groups
Admin > Trigger Execution logs
Admin > Webhook Logs
DIALogixx - Conditional Call Routing
Single Sign-On (SSO) Implementation