5 articles
Sharing Scratchpad ViewsLearn the different ways you can share Scratchpad Pipeline Views - Direct Share, Link, Organization, and Public
Bulk Update and Export ViewsLearn how to Bulk Update records in Scratchpad and Export your Views
Zero Boards - Inbox Zero for CRMTake action on non-compliant deals to maintain data hygiene
Create Custom Scratchpad FieldsLearn how to create and manage custom fields that are only available in Scratchpad
Hygiene Monitoring SystemLearn how to build and use Hygiene Dashboards to track trends and measure process compliance at all levels - with real-time insights