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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

Categories

  • Getting Started
  • Landing Pages
  • Settings
  • Customizing the System
  • Dashboard
  • Automation
  • Group Actions (ClientTouch)
  • Email
  • Voice and SMS
  • Reports
  • Teams
  • Deals
  • Contacts
  • To-Do
  • Appointments
  • Integrations
  • Mobile App
  • Call for Info
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