Customising (12)

Customising your CRM to suit your business.

Customisations and Changes

Modified on Fri, 27 Dec, 2024 at 9:42 AM
How to add a custom value to a Picklist

Modified on Mon, 9 Dec, 2024 at 11:25 PM
How to add additional Policy status values

Modified on Tue, 24 Dec, 2024 at 6:13 PM
Add colour to your Sales Pipeline

Modified on Wed, 25 Dec, 2024 at 9:36 PM
How to customise your Policy pipeline

Modified on Mon, 9 Dec, 2024 at 11:20 PM
How to change your default layout for the Contacts module

Modified on Tue, 24 Dec, 2024 at 6:08 PM
How to create your own Workflow Rules

Modified on Mon, 9 Dec, 2024 at 11:34 PM
Multiple Parallel Transitions in Blueprints

Modified on Wed, 11 Dec, 2024 at 11:02 PM
How to add an unsubscribe link to your email

Modified on Tue, 24 Dec, 2024 at 5:52 PM
Customising a Record View using Canvas

Modified on Tue, 24 Dec, 2024 at 5:57 PM