Customize Upsales CRM

WEEKLY UPSALES CRM TIP
CUSTOMIZE UPSALES CRM

 

In Upsales CRM a adaministrator can customize most of the things in the database. What many users do not know is that most of the menu buttons are customizable!

Most of the buttons in the top menu can be renamed, deleted, or only visible to certain users and roles. 



The buttons under the tools and links you can also edit the same way as in the top menu. You can also get quick links to the other pages in the system for example. "Search Sales and Business Opportunities"

 

 

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