CRM-Map comes with a standard set of terminology. However, all terminology can be changed to fit in with your organization
You can adjust the names of all the labels from the terminology screen
For example, you may call a contact a customer, patient, client etc. So you can alter the label to match your terminology.
In this example, you can now see that the tab that was labeled contacts is now customers
This change flows through all the screens.
Enjoy personalizing CRM Map to match your company.
If you prefer to watch a training video on this topic, please click on the video link below:
How to Personalise the Terminology used by CRM-Map.