Defalto CRM

CRM Settings

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This section explains both administrative and user-level tasks required to manage the Defalto CRM system.

It covers the following areas:

  • User administration and role security settings
  • Standard and custom input field configuration
  • Templates and predefined tools configuration
  • Tax and Inventory management
  • Basic system setup
CRM Settings - PreviousIntegrationsNext - CRM SettingsUser Management
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