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Customizing the System

Set up your work space so it thinks like you.

  • Customize my Contact List
  • Customize your Dashboard
  • Add Custom Fields to contact records
  • Add Flags to help sort your contacts
  • Getting around the system
  • International - Date Format from Month/Day/Year to Day/Month/Year
  • Customize the Contact Card
  • Customize the system
  • 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 £.
  • View Recent Email Opens and Clicks

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