Customising Your CRM

CRM Customisation Webinar

To get the most from your CRM, join us for a live and interactive webinar showing you how to customise your Really Simple Systems CRM. The webinar will last approximately 30 minutes including a 15 minutes Q&A session.

We’ll demonstrate how to customise the CRM fields and tables to meet your business needs. The webinar will also cover the more advanced customisation options which is available in the Enterprise plan

Next Live Webinar Dates

Please note international time zones

Thursday 29 August 2019

USA 8:00 am (PDT), 11:00 am (EDT), UK 4:00 pm (BST)

CRM Webinar Agenda

The webinar will take a detailed look at the CRM customisation features, including:

  • Custom Fields: Customise the CRM data titles to suit your business requirements.
  • Dropdown Lists: Edit dropdown tables to use your organisation’s terminology and chosen order.
  • Advanced Customisation: Change the CRM form layouts, menus and grids to how you want them.

Here’s a blog to accompany the webinar Customising your CRM.

Webinar On-demand

If you can’t make the webinar dates you can watch a recording by registering here.