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Create, update and deactivate users₍₁₎

Create and update roles and role hierarchies

Create and update profiles

Create and update custom fields

Create and update page layouts₍₂₎

Create and update record types

Create and update list views

Assist in creation and modification of reports as necessary

Create and update dashboards as necessary

Create and modification of validation rules as necessary

Create and update workflow rules, task, alerts, and field updates

Create and modification of formula fields as necessary

Setup territories based on the way you work. Zip Codes, County, Named Accounts.

Build Territory Rules that monitor new records added to your system and assign them to the proper user.

Add a new territory, adjust or reassign₍₁₎

Help with creating HTML letterhead templates to standardize your branding. 

We can assist you in the creation of email templates. Email Templates directly affect productivity and allow your team to communicate more effectively.

Need to move some stuff around. Mass transfer records. ₍₁₎

Time to do a little clean-up. Mass delete records. ₍₁₎

You just got your hands on a new Prospect List? Mass creates records. ₍₁₎

Need to Mass update records? ₍₁₎

Sharing Rules help you to give visibility to the right people. Create and update sharing rules

Create and update field accessibility

Manage password policies

Manage session settings

Add and update IP ranges