ONLY PERFORM ASSIGNMENTS IN SANDBOX

Assignments

1. No Assignment

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

1. No Assignment

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

1. Toggle the Change Control module to "Off"
2. After completing step #1, email a screenshot of your Dashboard with a subject of Lesson 6 Account Modules: [company] - [your last name] to training@zenqms.com
   • Example:
     • Lesson 6 Account Modules: Halted Pharmaceuticals - Lawrence
3. Once you've emailed training@zenqms.com, toggle the Change Control module to "On"

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

1. Change your Signatures notification setting to "Immediately"

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

1. Filter the audit trail table by Module, select the "Settings" module
2. Export the data to CSV
3. Email the CSV file with a subject of Lesson 6 Audit Trail: [company] - [your last name] to training@zenqms.com 
   • Example:
     • Lesson 6 Audit Trail: Halted Pharmaceuticals - Lawrence

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

1. Create a user role called Lesson 6 Role - [your last name]
   • Example:
     • Lesson 6 Role - Lawrence
2. Add your username to the new user role

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

1. Create an account custom field called Account Field - [your last name]
   • Example:
     • Account Field - Lawrence
2. Select "Multiple Selection" for the field type
3. Populate a few choices

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