CRM Admin Studio: Field Mastery

Categories: Admin, English
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Course Prerequisite(s)

About Course

Master the art of configuring fields in your CRM with Studio 102. This course explores field types and properties, helping you customize your CRM to better align with your business needs. Whether it’s understanding which field type suits specific data or leveraging field properties for better control, this course equips you with the skills to manage your CRM effectively.

What Will You Learn?

  • The difference between various field types and their specific uses.
  • How to configure field properties for enhanced functionality and security.
  • Practical tips for customizing your CRM fields to suit your requirements.

Course Content

1.1 Understanding Field Types
Video Objective: Understand the different types of fields available in your CRM and their specific applications.

  • (A) Video: Understanding Field Types
    01:16:09
  • (B) Quiz

1.2 Understanding Field Properties
Video Objective: Learn how to configure field properties for enhanced data control and security.

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