Configuring modules and tools
Changing Documents module settings
Changing Projects module settings
Changing CRM module settings
- Exporting all CRM data
- Changing CRM module settings
- Adding user fields
- Setting opportunity stages
- Adjusting Temperature levels
- Adjusting Contact types
- Specifying tasks categories
- Creating a new category of history events
- Using tags within the CRM module
- Adding invoice items and taxes
- Setting up the default currency and exchange rates
- Creating a website contact form
- Organizing mass mailing
Changing People module settings
Changing Community module settings
Changing Mail module settings
Changing Talk settings
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