Advanced Settings (Account-wide)

Adjust account-wide settings (Account Administrators only)

These settings can only be adjusted by account admins only.

To access the Advanced Settings (Account-wide):

  1. Click Company Settings from the left side menu.
  2. Click Advanced settings


General

Current Quarter

Set all your quarterly time periods.

If the dates are set and the I want the quarter end date to set all my quarterly goals button is toggled on (near the bottom of this section), the system will automatically generate quarterly goal due dates.

Click the yellow Save button when done.

Global

Date and time

Rules


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