ConcourseSuite Community Edition
Core Team
PUBLIC PROFILE
Configuration and Customization Role
This role is responsible for configuring and setting up Centric CRM based on the needs of management. The customizer is also responsible for implementing customizations requested by the business management role.
Configuration
- Users
- Roles
- Permissions
- Lookup Lists
- Action Plans
- Fields and Folders
Customization
- Customizing the Look & Feel
- Rules Engine Customization
- Processes Library
- Components Library
- Writing Centric CRM Reports
- Portlets
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