CRM Admin Studio: Essentials

Categories: Admin, English
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About Course

The “CRM Admin Studio: Essentials” course introduces you to the foundational features and capabilities of the Studio module in Sangam CRM. This course is designed for beginners who want to understand how Studio provides flexibility and control over CRM modules and fields, without diving into configuration details.

What Will You Learn?

  • The purpose and significance of the Studio module in Sangam CRM.
  • How to rename modules and fields to fit your business terminology.
  • The ability to enable or disable modules for web and mobile platforms.
  • An overview of custom modules and future possibilities for advanced customization.

Course Content

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1.1 What is Sangam CRM Studio?
Video Objective: Learn what the Studio module in Sangam CRM is and how it helps customize CRM for your business.

1.2 Studio Walkthrough
Video Objective: A Walkthrough of the Sangam CRM Studio module, showcasing its capabilities and the possibilities it unlocks for CRM customization.

1.3 Custom Modules (Bonus Video)
Video Objective: This video provides an overview of custom modules in CRM, highlighting their potential to cater to unique business requirements and the current limitations

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