WHY CUSTOMIZE YOUR CRM?
One of the great advantages of applications built on the Dynamics CRM browser is that they allow every user to configure their screen in the way that makes the most sense for them.
By personalizing the screen you see every morning when you open up the Premiere CRM system, you can ensure you're see the data that's most relevant to you.
Whether you want to see the state of your sales funnel, reminders about leads, confirmation that a suite has been cleaned, you can set up your screen to reflect that.
You can also set preferences, like:
- Activities
- Formats
- Email templates and signatures
- Email addresses
- Privacy
- Languages