Customization

Each of the modules: company, people, products, leads and opportunities can be customized to your business requirements.

Fields
Within each module you can add or delete fields for data input.

Each field can be selected to appear in the list view and to be a field that is use as a filter for that module.

Field order can be set in a drag and drop list.

List view
This view shows each record in a module as a single row with the fields shown that are selected as list view in the module settings.

Record view
Record view shows all the fields for a record in the module and allows you to edit content in editable fields.


GetScorecard CRM Custom Fields