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Account Setup & Management

• Add a New User

Content Organization and Control

• HOW TO: Create a CRM Recommendation Rule
• HOW TO: Set Default Asset Access Settings
• HOW TO: Tag an Asset

Integrations & Plugins

• ClearSlide for Salesforce: Integration Overview

Video Library | Admin

• Expire Content Recommendations
• Notify Users of Recommended Content by Email
• Review & Update Content Recommendation Rules
• Create New Content Recommendation Rules
• Set Default Content For Meetings & Email
• Set Content Dropdowns at Group or Organizational Level

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