Rethink Quick Start Guide | System Administrator

This system administrator guide will help you get started in Rethink. Before you jump in, be sure to familiarize yourself with the role and responsibilities of being a system administrator.

How to Check License Totals

Rethink User Profiles & Permissions

How to Add a New User

How to Deactivate a User

How to Reset a User’s Password

How to Reset a User’s MFA Connection

Report on User Login History

How to Set Up Outlook or Gmail Integration

How to Create an Email Signature

How to Install the Mobile App

Field Accessibility & Permissions

Creating Custom Fields

Updating Page Layouts

Updating Picklist Values

Creating Custom Filters & Fields for GEOsearch

Customizing Deal Activity Reports

Creating Email Templates

Creating a Rethink App for Mobile Devices

Buildout Integration

Third-party App Integrations

Exporting Data & Scheduling Backups

Exporting Filtered Data Sets

Importing Data

Mass Transferring Records to Another User

Mass Deleting Records

Recover Data in the Recycle Bin

Enabling Field History Tracking