OnePlace User Guide

Owned by Helen Pratley (Unlicensed)
Jun 28, 2018
1 min read

This guide includes the following topics:

  • Running a function
  • Contact Preferences
  • Running a publication
  • Creating new companies
  • Creating new contacts
  • Duplicates
  • Merging Duplicates
  • Creating a new List View
  • Referrals
  • Pipeline/Opportunities
  • Matter Experience and Professional Bios

Oneplace User Guide - Lightning 2018.pdf