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  1. RetentionX
  2. Get Started
  3. Initial Setup

Initial Setup

  • Getting Started with RetentionX
  • RetentionX Glossary
  • How to Set up Your Password
  • How to Configure Dashboards
  • How to Edit the Company Settings
  • Revenue Definitions and how to Change Them
  • How to Configure COGS
  • How to Enable Two-Factor Authentication
  • How to Manage Users
  • How to Exclude Selected Data on Import
  • How to Set up Email Reports
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