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Getting Started

Check out our Quick Start & How-To guides on our most commonly used features and requested tutorials in Lilypad here!

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    Home Getting Started

    How - To Guides (Managers)

    • How To - Create A Territory
    • How To - Create a Target List
    • How To - Create A General Goal - Sales Based

    See all 8 topics

    How - To Guides (Admins)

    • How To - Create A New Attribute
    • How To - Create A New Activity or Task
    • How To - Create Conditional Fields in Activities and Tasks

    See all 6 topics

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