Adding/Archiving a User Account in the SourceLink CRM For administrators who have permission to manage user accounts in SourceLink Basic/Pro/Enterprise, first, log in. Click Users under the Setup...
Field, List and Tag Setup A variety of fields, lists and tags can be customized by authorized users. This setting can be found under Setup>Fields,...
MailChimp Integration with SourceLink℠ SourceLink can integrate with Mailchimp. Turning on the integration allows users to do things like signup for your newsletter and...
Report & Email Options The Setup section of SouceLink℠ allows you to perform several administrative functions for the overall site. Report and Email Options...
Resource Navigator Services & Filters Navigator Services & Filters on The Resource Navigator® allow users to customize the services, service categories and filters for each Resource...