Configuring Rolodex (CRM)
Tailor CRM (Rolodex) with custom fields, forms, 360 screens, activity types, address and phone types, contact roles, and role compliance.
Builds on Configuration Fundamentals. You create custom fields and forms for contacts and organizations, design 360 screens, and add activity types. You also set up contact roles and their permissions, and configure role compliance.
What This Video Covers
- Contact Custom Fields
- Contact and Organization Forms
- 360 Screens
- Activity Types
- Address and Phone Types
- Contact Roles
- Role Permissions
- Role Compliance