CRM Fundamentals

General An entity or a record is a single piece of data stored in a system, e.g. a single account,...

General The CRM-service interface contains several different icons to perform different functions. The system is designed to be intuitive, so...

General Passwords are used to protect each account, which means that people should use strong passwords. By default, users will...

General With mass editing, you can edit multiple fields simultaneously. The mass edit option is located in the chosen CRM...

General The discussion tool is a way to make the company’s internal information flow about the entities smoother. The comments...