Knowledge Base
Install, configure and use ForceManager
Training
We offer recurring trainings about the application. We encourage you to explore our next webinars, you will learn to use the tool and discover how ForceManager's new features work absolutely free of charge.
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ForceManager 5500
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Getting started
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Mobile Application - quick guide & shortcuts
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ForceManager 5500 Customer Training - For Advisors
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ForceManager Admin
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ForceManager Admin Introduction
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Users
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Permissions
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Fields
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Values Lists
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Validation Rules
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Parameters
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Widgets
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Import/Export
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Literals
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Getting started
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Getting started
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What is ForceManager?
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How to sign up to ForceManager
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How to access ForceManager?
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PERSONALIZE FORCEMANAGER
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SETTINGS
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Step 1. My profile, personalize environment and company settings
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Step 2. User management
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Step 3. Import Accounts and Contacts
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Step 5. How to delete sample data?
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CUSTOMIZE FIELDS
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Step 1. Accounts
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Step 2. Contacts
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Step 3. Opportunities
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Step 4. Activities
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Step 5. Check-in
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TOOLS
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Confirm Added Features
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What is ForceManager?
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Knowledge base
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Accounts
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What is an account?
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How to access accounts?
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How to add an account?
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How to edit or delete accounts?
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Changing account owners with the new bulk option
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Geolocating accounts
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What fields are shown in an account file?
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What are the Featured Fields?
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How to do the first check-in?
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How can I relate accounts?
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How to import accounts and contacts in bulk?
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How to add images to your accounts?
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How do I manage account recommendations?
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What do the icons featured in the list of accounts on the mobile application mean?
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Can accounts be filtered and searched?
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How does the account map feature work?
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How can I merge accounts?
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What is an account?
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Contacts
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Opportunities
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What is an opportunity?
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How to access opportunities?
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How to add an opportunity
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What fields does an opportunity have?
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What options can be found in an Opportunity file?
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How to Check-in from an opportunity?
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Link Emails and Calls to Opportunities
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How to filter or search opportunities?
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What is the meaning of the icons shown in the opportunity list on the mobile app?
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How to edit or delete an opportunity
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How to geolocalize new opportunities?
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What is the Opportunities Pipeline?
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Multiple Pipelines
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How can I merge opportunities?
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What is an opportunity?
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Activity
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What is an activity?
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How to access activity
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Activities list features
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How to add an activity
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Attach images to your Activities
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Apply filters to your activities
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How can I share or send an activity?
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What is a visit report?
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How to export my activity
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What is check-in?
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Check-in greater than 350 meters
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What is the Check-out?
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What is a Fast Check-in?
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WhatsApp activities in ForceManager
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Link Emails and Calls to Opportunities
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Add your Outlook emails to your Activities
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What is an activity?
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Calendar
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What is the calendar?
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How to access your calendar
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In what viewing formats can I see the calendar?
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What does the map option on the calendar menu do?
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How to add an event
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How to add attendees to an event
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Quick Event or Task creation via Voice
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What can you see from the detail of an event?
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How to do a Check-in if a visit has been scheduled on the Calendar?
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Report your videocalls automatically
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What is the calendar?
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Tasks
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Documents
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Reports
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Products
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Orders
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Sales Analytics
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What are Sales Analytics?
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First Steps
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Widget Manager
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Intensity
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Distribution
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Conversion
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'Opportunities Pipeline' Graph
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'Opportunity funnel' Graph
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'Accounts funnel' Graph
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'Most Active Accounts' Graph
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'Opportunities forecast' Graph
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“Traffic Light” widget
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Portfolio Coverage 'Graph'
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"Goals" Graph
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Sales Analytics from mobile devices
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What are Sales Analytics?
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Cognitive
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How to enable Cognitive by ForceManager
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What is ForceManager Cognitive?
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'What's Next'? ForceManager Cognitive
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How to use Route with ForceManager Cognitive?
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How to make a Check-In with Cognitive by ForceManager
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How to create a task with ForceManager Cognitive?
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How to review your Pipeline with Cognitive
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Help option using ForceManager Cognitive
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How to enable Cognitive by ForceManager
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Analytics Pro
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1. What is Analytics Pro?
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2. Content Overview
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3. Organizing and managing content in folders
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4. Renaming, moving, and deleting a folder
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5. Get started with Analytics Pro
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6. Create Dashboards from scratch
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7. Add tiles to a dashboard
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8. Add Filters
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9. Add Fields
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10. Add text to a dashboard
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11. Use dynamic variables and pivot data
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12. Custom dimensions
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13. Analytics Pro functions and operators
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14. Goals History
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15. Show reports in Widgets
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1. What is Analytics Pro?
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Integrations
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Add-ons
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API DEVELOPER'S GUIDE
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Videos
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News
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Features
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How to do a Check-in if a visit hasn't been scheduled on the Calendar
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How to do a Check-in if a visit has been scheduled on the Calendar
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Integration with Mailchimp
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GoalManager
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NewsManager
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Activities
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Opportunities
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Calendar
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Accounts
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Fast Check-in
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Import data
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Customizing fields (professional/ small team)
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How to do a Check-in if a visit hasn't been scheduled on the Calendar
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Webinars
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FAQ
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Using ForceManager
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Associated Entity Creation
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Metadata in ForceManager
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Can you keep the filters applied when closing ForceManager and logging back in?
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Using Advanced Filters
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Can a draft be saved in ForceManager?
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Quick creation from the Dashboard
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Quick Entity Creation
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Add photos to your activities
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Contact your clients by WhatsApp
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How to differentiate a Check-in from a Visit?
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How do I activate Power Saving Mode?
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How can I sign a document?
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How do I manage account recommendations?
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How to cancel your ForceManager subscription
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How can I merge elements?
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What is Scan Manager?
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What is the Magic Card?
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What are suggestions after Check-in?
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What does the loading image mean when I create an account?
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Siri Integration
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Spotlight
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iMessage
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iOS Notifications
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When do I receive notifications?
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How to flag an element and what does it imply?
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Preview your files before downloading them!
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How to do the first check-in?
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Can I use TouchID with ForceManager?
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Can I use 3D Touch with ForceManager?
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What is the post-call report?
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Associated Entity Creation
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ForceManager support
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Conversational support service
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How to update your iOS device to the latest version?
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Do yo need help?
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What Huawei devices do we support?
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Did you know that you can see the status of your tickets?
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How do I sign into the web version?
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What are account ratings?
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How can I access a Webinar?
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How can I change my ForceManager plan?
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How to add users and licenses?
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How do I add users from the trial version?
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What information can be viewed from the user icon?
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How to change the language?
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Did you forget your password?
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Clear cache and cookies
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How do I clear the cache on my mobile device?
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How do I know which version of ForceManager I am using?
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How do I know if I'm running the latest ForceManager version?
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Which version of iOS is my device running?
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How do I know which version of Android my device is running?
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What browsers are compatible with ForceManager?
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¿Cómo puedo saber qué versión de navegador tengo?
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What are the minimum requirements for Android devices?
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What are the minimum requirements for iOS devices?
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How to access billing?
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How to contact support?
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Conversational support service
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Application customization
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Massive update
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Can custom fields be modified in ForceManager?
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Can I change the currency and the time zone?
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How to change my password in ForceManager
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How to create personalized views in Accounts?
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How to create customized views in Activities?
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How to create customized views in Calendar?
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Workflows
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The video call as a new sales activity
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Personalize your ForceManager web
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Notifications in web events
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Massive update
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iOS 15
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iOS 14
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iOS 12
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Videoconferences
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Glossary ForceManager
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Synchronization
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Bidirectional synchronization of email and calendar
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Are phone calls registered on ForceManager?
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Call Tracker ForceManager CRM
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Can I work offline?
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Email synchronization (Small Team)
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How to synchronize your email? (Business)
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What e-mails are synced on ForceManager?
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Why is my mobile activity not visible on the web application?
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How to refresh data from the mobile app
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What does the loading image mean when I create an account?
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Bidirectional synchronization of email and calendar
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Geolocation
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ForceManager permissions
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Security FAQ
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Do we comply with information security standards?
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How do security copies and data protection work in ForceManager?
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Can ForceManager share its clients’ data if it hires the services of a third party?
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Upon client request, is it possible to export client information to another provider?
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In the case of an investigation, can we disclose information with or without the client’s permission?
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Do we comply with information security standards?
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