CRM Tools Clean Up

SeoSamba CRM can be easily tailored to your business needs - you can add and remove the following parameters in your config menu:

Custom Lead Fields
Custom Organization Fields
Lead Tags
Lead Type
Lead Lifecycle stage
Organization's industries

It is important to keep your CRM settings free of unnecessary tags, lifecycle stages, custom fields, and so on. Find the clean-up feature in the Tools section:



Clean Up tool shows you unused parameters that you can remove.