About
To get the most from your CRM, join us for an interactive webinar showing you how to customise your Really Simple Systems CRM. The webinar will last approximately 30 minutes including a Q&A session.

We’ll demonstrate how to customise the CRM fields and tables to meet your business needs. The webinar will also cover the more advanced customisation options which are available in the Enterprise plan
Agenda
  • Custom Fields: Customise the CRM data titles to suit your business requirements.
  • Dropdown Lists: Edit dropdown tables to use your organisation’s terminology and chosen order.
  • Advanced Customisation: Change the CRM form layouts, menus and grids to how you want them.
Presenter
1725863558-35c0ab66edd724fc
Marketing Team
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