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Customising your CRM Record Cards

Unlisted

6.4K subscribers

9 views 5 months ago

In the first session of the series, we will be focusing on the CRM Set Up within sales-i. Aimed at Power Users, in just 30 minutes, we’ll show you how to: • Access the CRM Set up within your Control Panel. • Edit Call Notes, Opportunities and Mandatory Fields. • How to Add New sections to your CRM

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Customising your CRM Record Cards

0Likes

9Views

Jan 102025

In the first session of the series, we will be focusing on the CRM Set Up within sales-i. Aimed at Power Users, in just 30 minutes, we’ll show you how to: • Access the CRM Set up within your Control Panel. • Edit Call Notes, Opportunities and Mandatory Fields. • How to Add New sections to your CRM

Transcript

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SugarCRM

6.4K subscribers