Labels in a CRM (Customer Relationship Management) system serve as tags or markers that provide additional context, categorization, or classification to records such as contacts,...
In a CRM (Customer Relationship Management) system, "priorities" refer to the importance or urgency assigned to various tasks, activities, or records within the system. Prioritizing...
In a CRM system, "follow-up statuses" represent the current state or stage of follow-up activities associated with contacts, leads, or opportunities. These statuses provide insight...
In a CRM system, "follow-up types" refer to categorizations or classifications of follow-up activities or tasks associated with managing contacts, leads, or opportunities. These types...
In a Customer Relationship Management (CRM) system, "contact types" typically refer to categorizations or classifications applied to contacts based on certain criteria. These classifications help...