8 CUSTOMIZE YOUR CRM APPLICATION

Fields

You can customize iGlobe CRM to your needs. iGlobe CRM is by default setup with the most common fields that one can expect from a CRM application.  Should you need to add additional fields to meet your demands use the following description to guide you through the process. 

iGlobe let you customize the app to meet you specific need on following types

  1. Company profile
  2. Contact profile
  3. Meeting report
  4. Note
  5. SSO (pipeline) – your sale process can be adapted into iGlobe
  6. Contract

IT IS EXTREMLY IMPORTANT NEVER TO DELETE A FIELD/COLUMN IN IGLOBE CRM. You can hide or remove fields/columns from a form. NEVER DELTE!