FAQs in this section
What are the essential steps for activating the Pilot edition?
Why should I identify a team for configuration?
Why should I decide the scope of configuration and implementation?
What should I define in my scope?
Why should I design the flow?
How to configure the CRM?
Why should I test the configuration?
How can I change my CRM settings?
Table of Contents
You can change or modify your CRM by going to the CRM Settings.
Follow these steps to access CRM settings:
Follow these steps to access CRM settings:
1. Log in to your CRM account.
2. Click the User Menu in the top right corner.
3. Click Settings.
2. Click the User Menu in the top right corner.
3. Click Settings.
You can now modify your CRM in the settings.
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