Initial Settings
The first thing a new account needs to do is review some of the default settings and make modifications to suit their organization. However, you do not need to spend a ton of time going through every little detail. Many of the settings will come with time as you become more familiar with the solution. Below are the settings items that need to be looked at right away — these will affect the existing data that you will be importing. Once these settings are reviewed and to your liking, you are read...