Set Up: Marketing with Zoe
- Custom Objects: Marketing Custom Fields
- Dashlets: Creating Dashlets
- Dashlets: Editing, rearranging & deleting
- Custom Objects: Change Stage Destination
- Setup Checklist: Marketing with Zoe
- Add, Edit, and Delete Team Member Roles
Marketing Contacts & Companies
- Add Marketing Companies
- Archive Marketing Companies
- Add Marketing Contacts
- Edit Marketing Contact
- Archive Marketing Contacts
- Marketing Contact Groups