[Omni] Configuring your CRM
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About the Course
The CRM can easily be configured to suit your business needs and your workflows.
In this course we will explore all the available CRM settings as well as how to create your own custom CRM fields.
Course Categories
CRM: Omni
Course Instructor
Cin7 Academy Team
Course Progress
Course Outline
-
Settings
- What Can Be Configured?
- What are Custom CRM Fields?
- Settings Overview Part 1
- Settings Overview Part 2
- Custom CRM Fields
-
Survey
- Course Survey
About the Course
The CRM can easily be configured to suit your business needs and your workflows.
In this course we will explore all the available CRM settings as well as how to create your own custom CRM fields.
Course Outline
-
Settings
- What Can Be Configured?
- What are Custom CRM Fields?
- Settings Overview Part 1
- Settings Overview Part 2
- Custom CRM Fields
-
Survey
- Course Survey
Course Categories
CRM: Omni
Course Instructor
Cin7 Academy Team