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How to connect with Zoho?
Click on the "Account preferences" from the top-right profile area. Click on Zoho, which will lead you to the page where you can access the Zoho account with their login ID or Password. Once you connect with Zoho, All your contacts, Accounts, and Deals will be fetched from Zoho and will be created on XTEN-AV. Also, contacts, accounts, and projects created on XTEN-AV will also be sent to Zoho. ![](htt
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How to connect with QuickBooks Online Version
We are integrated with QuickBooks Online Version. Click on the "Account preferences" from the top-right profile area. Click on QuickBooks, which will lead you to the page where you can access the QuickBooks account with their login ID or Password.
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How to edit Group name?
Click on the Users & "Groups Management" from the top-right profile area. Once you click on it, click on the "Group" option. Click on the action button in front of the group to which you want to edit the details. Then click on the edit button. You can change the group name and currency. Click on the edit group button to save your changes. ![](https://storage.
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How can I change the user role?
Click on the Users & Groups Management from the top-right profile area. Once you click on it, click on the "User" option. Click on the Action button in front of the user whose role you want to change. Then click on the change user role option. Select a new role for the selected user from the drop-down menu. Select a group for the user from the drop-down menu after the role changes. Click on the change role button to save your changes. Only Super Admin and Admin can change the
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How can I change the User Group?
Click on the "Users & Groups Management" from the top-right profile area. Once you click on it, click on the "User" option. Click on the Action button in front of the user whose group you want to change. Then click on the change user group option. Select the group from the drop-down menu in which you transfer the user. Click on the change group button to save your changes. Only Super Admin and Admin can change the user group. ![](https://storage.crisp.chat/users/helpdes
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How to assign approver role?
Click on User and Group Management from the top-right profile area. Once you click on that, click on the "Users" option. Click on the Action button in front of the user whose role you want to change as the approver. After that, click on the assign approver Role option. Approver role assigns to the Super Admin and Admin only. ![](https://storage.crisp.chat/users/helpdesk/website/e3cd
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How to connect with Salesforce?
To connect your Salesforce account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Salesforce' option under the 'Integrations' tab. Click on “Connect With Salesforce.” You will, then, be redirected to the Salesforce website. Log into your Salesfo
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How to delete User and transfer their data?
You can delete users from your organization and transfer their data. Please follow some steps. Click on the "Users & Groups Management" from the top-right profile area. You can choose whom you can transfer the data of the deleted user then click on the delete option to delete the user. Click on the Action button next to the user then select the delete option from the drop-down. ![](h
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How to change XTEN-AV platform language
You can change your XTEN-AV platform language by visiting the "Account preferences" page under your profile. Select the language of your choice from the drop-down menu. Click on the save button to apply you changes.
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How to delete a Group?
Click on the "Users & Groups Management" from the top-right profile area. Once you click on it, click on the "Group" option. Click on the action button in front of the group which you want to delete. Then click on the delete button.
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How to create a user group?
Click on the Users & Groups Management from the top-right profile area. Once you click on it, click on the "Group" option. Click on the "Create Group" button. Then name the group and select the group currency from the drop-down menu. Click on the "Add Group" button to create a group.  file and send to Hubspot deal
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How to Sync XTEN-AV All Accounts to Salesforce?
To sync your XTEN-AV all accounts with Salesforce, first you need to connect XTEN-AV account with Salesforce account. There is a two ways to sync your Salesforce opportunity with XTEN-AV. For this, you have to go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Salesforce' option under the 'Integrations' tab. Select the 'Accounts’ option. Choose Accounts that you would like to be pushed (uploaded) from XTEN-AV into your salesforce account by
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How to sync Salesforce All Accounts to XTEN-AV?
To sync your Salesforce all accounts with XTEN-AV, first you need to connect XTEN-AV account with Salesforce account. There is a two ways to sync your Salesforce opportunity with XTEN-AV. For this, you have to go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Salesforce' option under the 'Integrations' tab. Select the 'Accounts’ option. Choose Accounts that you would like to be pulled (downloaded) from salesforce into your XTEN-AV account b
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