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Cleaning up the CRM

Cleaning up the CRM

Whereas the last lesson was about the structure and organization of CRM, this lesson is all about customization and adapting it to best fit your business and help your coworkers thrive and work efficiently. Learn how to:

  • create custom fields
  • edit the layout of different modules
  • work with lookup fields and related fields
  • create and finish tasks
  • work with attachments
  • and more

Remember, there is so much to learn about CRM and it can seem intimidating, but each topic is useful in that they can teach you tips and tricks to customize CRM for your business in order to streamline processes, save time and effort, and ultimately provide a better client experience. Let’s jump in!