Once you’ve mastered the basics you’re ready to move on to the next level. Learn how to customize
your database to best serve the needs of your business by taking an Advanced CRM Training Course.
Suggested Length: 4 Hours
- Planning for a new database
- Adding and Editing Fields
- Working with Drop-Down Lists
- Creating and Editing Layouts
- Custom Tables & Modules
- Field Level Security
- Contact Level Security
- Customizing Activities
- Creating Document Templates
- Creating Reports
I don’t just follow a book when I teach – I wrote the book! Click here to purchase one of my books now.
