Propertyware Knowledge Base

Category » Enterprise

There were 2 articles found in this category:

1. Sharing Prospects between Enterprise Locations
   Description From the template account or other Enterprise locations, you can copy individual Prospects to other locations. This feature will need to be turn on by an Administrator by navigating to Setup > Administration Setup > User Profiles and checking the Copy Prospects Between Orgs c ...
2. Sharing Vendors with Child Accounts
   You can push vendors from your template account to the child account(s) of your choice. Select your template account from the account dropdown. Navigate to the Money Out tab. Locate the Vendor Click the Push to Enterprise Location button. The location selector window will pop-up. Select all c ...