Section 5: Customize your Data - Self-Paced Onboarding for Admins

Section 5: Customize your Data - Self-Paced Onboarding for Admins

Curriculum

  • Introduction
  • What We'll Do
  • Customize your Data
  • Customize your Lead Status, Customer Type, Source and Loss Reasons fields
  • Customize your 'Activity Type' field
  • Exercise: Customize your Fields
  • Create a Custom Field
  • Exercise: Create a Custom Field
  • Adjust Field Rules
  • Exercise: Adjust Field Rules
  • Up Next
  • Section 6: Work Smarter

Curriculum

  • Introduction
  • What We'll Do
  • Customize your Data
  • Customize your Lead Status, Customer Type, Source and Loss Reasons fields
  • Customize your 'Activity Type' field
  • Exercise: Customize your Fields
  • Create a Custom Field
  • Exercise: Create a Custom Field
  • Adjust Field Rules
  • Exercise: Adjust Field Rules
  • Up Next
  • Section 6: Work Smarter