- This topic has 1 reply, 2 voices, and was last updated 7 years, 1 month ago by .
CRM example
You must be logged in to reply to this topic.
First set up attributes for CRM (select CRM in step 3)
You can then click “F7 CRM” button at bottom-middle of the customer details screen to track CRM data.
Here’s an example of our own CRM screenshot. All fields are custom attributes. You can add your own CRM fields, columns, and screen layout.
You must be logged in to reply to this topic.