Interface customization

The CRM module can be customized in several ways to match the specific needs of each company, but also the needs of each employee.

In the opportunity, contact, prospect and customer record sheets, it is possible to customize all the fields displayed and the ones that are required. Additionally, when an opportunity moves from one stage to another, the fields that must be filled in to move to the new stage can be customized.

Note

If a field is set up as required in the Application Desktop, it must be set up manually in the portal to also be required there.