Customizing the System
Set up your work space so it thinks like you.
- Getting around the system
- Add Custom Fields to contact records
- Customize my Contact List
- Customize your Dashboard
- Customize the system
- Add Flags to help sort your contacts
- Customize the Contact Card
- International - Date Format from Month/Day/Year to Day/Month/Year
- Add Sources to track where your business is coming from
- Adjust the Theme for your account
- Customize your Time Zone and Daylight Savings Time
- International - Change Currency in the Deals from the $ to the € or £.