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