- Introduction
-
What We'll Do
- Customize your Data
-
Customize your Lead Status, Customer Type, Source and Loss Reasons fields
-
Customize your 'Activity Type' Field - 03:12
-
Exercise: Customize your Fields
-
Field Sections
-
Create a Custom Field - 03:00
-
Exercise: Create a Custom Field
-
Adjust Field Rules
-
Exercise: Adjust Field Rules
- Up Next
-
Section 6: Work Smarter
