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.

This change flows through all the screens.

Enjoy personalizing CRM Map to match your company.

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If you prefer to watch a training video on this topic, please click on the video link below: