Customising your CRM
Join us for a live, 30 minute webinar showing you how to customise your Really Simple Systems CRM, followed by a question and answer session.
This webinar will demonstrate how to change the CRM fields and tables to customise your system to suit your business needs. The webinar will also cover more advanced customisation which is available on the Enterprise plan
Next live CRM Customisation webinar dates – please note international time zones
Thursday 25 July 2019
USA 8:00 am (PDT), 11:00 am (EDT), UK 4:00 pm (BST)
- Reserve your place now
Customising your CRM Webinar Agenda
The webinar will take a detailed look at the CRM customisation features, including:
Here’s a blog to accompany the webinar Customising your CRM.
If you can’t make the live CRM webinar dates you can watch a recording by registering here.
- Register to view it now
You can also learn more about CRM customisation from our tutorial videos:
Creating Custom Fields
Creating Custom Dropdown Lists
Creating Custom Grids