Step 1: Accessing Your CRM Settings Finding the Settings Menu To start, you need to get into your CRM system. It’s usually pretty straightforward. Most CRMs have a gear icon or a “Settings” option at the top or bottom of the dashboard. Just click on that. If you’re new to the system, this might take […]
Step 1: Understanding CRM Basics What is CRM? Having a good grasp of what CRM (Customer Relationship Management) is crucial. It’s basically a strategy that businesses use to manage interactions with current and potential customers. Think of it as a way to streamline and enhance your customer experience. With the right CRM tool, you can
Understanding Custom Objects in CRM What Are Custom Objects? So, you’re diving into the world of CRM, and you’ve probably heard about custom objects. They’re basically a way to tailor your CRM to fit your business needs like a glove. Custom objects allow you to store data that’s specific to your unique business processes. Pretty