Managing your CRM Views
4 articles21 explained images
Searching an Object Record
This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the…
2 min12Viewing Your CRM Records: List Views, Sorting, and Filters
CRM List View lets you review records in a clean, tabular layout with quick controls to filter, sort, and customize visible columns. This makes it easier to scan large record sets, spot patterns, and take action…
2 min4CRM FAQs
TABLE OF CONTENTS Sample Data in CRM Can I remove or modify the sample data provided in my new subaccount? What if I don't have a default pipeline set for my location? Will existing subaccounts receive this sample…
1 minHow to Rename Standard Objects in Your CRM
Your CRM just got more flexible! Admins can rename standard objects like Contacts, Opportunities, and Companies to reflect their organization’s terminology. This article shows you how to rename standard objects in…
2 min5