Layer Systems

All Knowledgebase Articles

1 votes	537 views	Setting up a web leads form on your own website integrations leads

0 votes	2029 views	Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference how-to sales leads assets customer Expiry

0 votes	1416 views	Customer and Lead Access Delegation how-to presales sales leads customer record delegated-access

0 votes	1178 views	Environment Settings - How to add Areas to the Layer how-to settings administration work-stacks leads customer record

0 votes	1065 views	Environment Settings - How to add Job Titles to manage contacts and users within the Layer how-to settings leads users customer

0 votes	1002 views	Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer how-to settings leads customer Expiry

0 votes	852 views	How to Create a New Lead how-to leads

0 votes	744 views	Delegating access in bulk on the Layer how-to settings leads customer record User Roles Permissions Company Settings delegated-access

0 votes	736 views	Lead Records: How to mark a lead record as unsuitable how-to leads delete

0 votes	731 views	Company Settings: How do I set the Employee Number Type? how-to settings leads customer Reports

0 votes	674 views	How to search custom field data how-to leads customer record

0 votes	658 views	How to export All Leads from The Layer how-to leads Export Data

0 votes	637 views	Understanding Records: What is the difference between lead and customer records? how-to leads customer record

0 votes	632 views	How to Create a New Lead Sub Status how-to leads

0 votes	611 views	Adding or editing an address in a record how-to leads customer Adding

0 votes	571 views	How to merge lead records together how-to presales leads merge

0 votes	571 views	Understanding Quotation Configuration Options: How to configure a quotation how-to presales sales quotations leads customer

0 votes	521 views	Duplicate Checker presales leads customer Duplicates

0 votes	516 views	Understanding Expiries: Non-managed Expiries sales leads customer Expiry

0 votes	480 views	How to Search by Contact Details or Address how-to leads customer Search

0 votes	478 views	How to Create and Use Customer and Lead Contact Custom Fields how-to leads customer custom-fields