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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.

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