Customizing the System
Set up your work space so it thinks like you.
- Customize the Dashboard
- Customize Your Contact Lists
- Add Custom Fields to Contact Records
- Add Flags to Help Sort Contacts
- International - Date Format from Month/Day/Year to Day/Month/Year
- Learn How to Navigate the System
- Customize the Contact Card
- 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