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The Beginner’s Guide to CRM: Customer Relationship Management

Whether you replacing your existing CRM or adopting a new one it is important to set up your fields correctly.

This InvestGlass Walkthrough video will show you how to set up records and fields to make sure that you will capture meaningful information.

When you’re starting a CRM it is important to make sure that you capture the architecture of your objects. Are you going to use simple contacts? Will the contacts be connected with relations?

Are you going to use accounts? Today’s InvestGlass CRM is highly configurable! Go and get them!