Litify Guides
Everything you need to get started using Litify.
Litify Install & Setup
Matters + Intakes
Docrio
Litify Referrals Network
Time & Billing
Financials
Salesforce Admin Guides
- Salesforce Config
- Mass Edit Records from a List View
- Why can't I see related lists?
- Reply, Reply All, and Forward Emails
- Track Your Marketing Spend and ROI with the Marketing Spend Dashboard
- Create an "Add Task" Quick Action on a Custom Object
- Workflow Rules and Total Emails Field on Intakes Best Practices
- See all 18 articles