CRM Setup
The CRM setup tabs provide you the ability to set-up the CRM drop-down lists or Individuals, Organizations, Relationships, and Miscellaneous items.
You may also use the CRM Setup Wizard to walk you through CRM Setup.
The drop-down lists that can be set up include:
- Prefixes
- Suffixes
- Individual Types
- Individual - Chapter/Affiliate
- Interest Codes
- Ethnicity
- Organization Type
- Product Types
- Organization - Chapter/Affiliate
- Individual to Individual Relationships
- Individual to Organization Relationships
- Organization to Organization Relationships
- Source Codes
- Activity Codes
- Department/Subject
- Contact Topic
- Action Taken
- Category
Related Topics:
- CRM Setup Wizard
- CRM Setup
- Customer Setup - Individual Tab
- Customer Setup - Organization Tab
- Customer Setup - Relationship Tab
- Customer Setup - Miscellaneous Tab
- Help with Customer Setup