Lesson 1,
Topic 1
In Progress
Organize Modules
To quickly organize the modules tab at the top of the screen, go to Settings (top right) > Modules and Fields > Organize Modules. Chances are, any given business you work for won’t need many of these modules, and when we design a CRM, we want it to be as simple and intuitive as possible. So, clean it up!
The modules any general business model might find useful are:
- Leads
- Contacts
- Accounts
- Deals
- Activities
- Reports