Laster......
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Admin guide
- Get started
- User administration
- GDPR privacy settings
- Manage lists
- Manage document templates
- System preferences & video meetings
- Workflow guides
- Quote management
- Sales Intelligence - SAINT
- Import contacts & products
- Create fields
- Configurable screens
- Chat setup
- CRMScript
- Service
- AI services
- App Store
Laster......
-
Meny
-
Admin guide
- Get started
- User administration
- GDPR privacy settings
- Manage lists
- Manage document templates
- System preferences & video meetings
- Workflow guides
- Quote management
- Sales Intelligence - SAINT
- Import contacts & products
- Create fields
- Configurable screens
- Chat setup
- CRMScript
- Service
- AI services
- App Store
-
Admin guide
Manage your lists
Oppdatert på 20. okt 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.
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. Some items, by default, are present in all the lists in SuperOffice CRM.
How-to guides:
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