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Manage your lists

Updated on 20 Oct 2021

SuperOffice CRM contains many default lists, such as customer categories, activity types, sales types, and many more. If you want to change the default lists to fit your company jargon and processes, this how-to guide will show you how to edit lists.

Some items, by default, are present in all the lists in SuperOffice CRM.

Depending on the type of business your company is in, you can tailor all lists in the system to reflect your business processes and needs. You can create new list items, deactivate unnecessary items, and edit existing ones.

How-to guides: