Settings

• How to Create User-Defined Fields
• How to Customize Your Federal Compass Dashboard with Custom Reports
• How to Integrate Hubspot to Federal Compass
• Connecting Federal Compass to Your Salesforce CRM
• Platform Settings: How to Assign & Reassign Seat Licenses & Provide Admin Access
• How to Edit User-Defined Fields
• How to Assign a User-Defined Field to an Opportunity
• How to Customize and Navigate Pipeline Settings in Federal Compass
• How to Create a User-Defined Market: A Step-by-Step Guide Using Market Explorer
• Managing User Access: Assigning and Reassigning Seat Licenses & Admin Access
• How to Import Contracts