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Clean & Organize the Leads Module

Lesson Progress

Clean & Organize the Leads Module

A few videos back we cleaned up the modules, now we do the same for fields.

Some may be superfluous or irrelevant. Do you really need a Fax field?

Delete them, drag them around to adjust the layout, or even (as we’ll see in another video) create new ones! Again, the end goal for the client is an efficient, simple, intuitive CRM design.