SuperOffice CRM is designed to fit the activity types for most businesses, but some may want to create their own. Depending on the type of business your company is in, you can tailor the system to meet your needs.
For example, you can customize all the main categories to reflect your types of activities. You can also add new, or deactivate the unnecessary categories. There are, by default, some items in the lists. Maybe you can use these, or maybe you want to make changes. Some of the lists are more common to make changes on, i.e category, business, company and contact interests and document templates. Configure the lists to make it fit the way you work.
Learn how to add or edit a list item
Configure SuperOffice to suit your needs.
Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.