Welcome!
The topics in this section include all you need to know about working with documents in Intelligent Leads. Key topics include:
Searching for documents
See the best options for effectively locating project documents - you can use simple text or combine search terms with special characters. You can even have your keywords be highlighted in your results. To continue, see Searching for documents.
Working with Document Center
See how you can get the most out of Document Center: filter the project document set, highlight your keyword anywhere it appears,
how to search and locate Get to understand how to use Documents Center for best effect.
company details page contains all of the available information for a company, including associated projects in all stages of development. To continue, see Working with Document Center.
Need more information? You can contact Customer Care for further assistance.
You may also be interested in one of our training videos.
CRM Integration XML Format Version 1.2.1 Administrator’s Reference