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Customising Your CRM

To get the most from your CRM, join us for an interactive webinar showing you how to customise your Really Simple Systems CRM. The webinar will last approximately 30 minutes including a 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 Webinar Dates

Please note international time zones

Thursday 25 May 2023

Sydney, Australia 12:00 pm (AEST), Singapore 10:00 am (SGT)

Thursday 25 May 2023

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

Thursday 29 June 2023

UK 12:00 pm (BST), USA 4:00 am (PST), 7:00 am (EST)

Thursday 29 June 2023

Sydney, Australia 12:00 pm (AEST), Singapore 10:00 am (SGT)

Customising your CRM Webinar Agenda

The webinar will take a detailed look at the CRM customisation options, 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.

Webinar On-demand

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

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