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CRM: Creating Views

Join Jerica as she shows us how to create and manage views within CRM. Views are a list of a particular set of records based on defined criteria points and show a selected set of columns. While CRM provides a basic set of system views at some point you are going to want to create more personalized views for your organization. Let’s explore more about views!

Date

Jul 22 2020
Expired!

Time

1:00 pm - 1:30 pm

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