Customizing the System
Set up your work space so it thinks like you.
- Dashboard Overview
- Contact List Overview
- Add Custom Fields to Contact Records
- Add Tags to Help Sort Contacts
- International - Date Format from Month/Day/Year to Day/Month/Year
- Contact Card Overview
- Customize the System
- Add Sources to Track Business Origin
- Adjust Account Theme Color
- Customize the Time Zone and Daylight Saving Time
- International - Change Currency in the Deals from the $ to the € or £
- View Recent Email Opens and Clicks
- Sources Overview
- Edit Custom Field Layout
- Dropdown Custom Fields