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  1. NetForum Support
  2. CRM Module
  3. CRM
  4. Overview
  5. Customer Setup

Customer Setup

  • Customer Setup
  • Degree Setup
  • Adding a Preferred Pronouns Value
  • Adding a Gender Value
  • Adding an Interest Code
  • Associating Interests to Action Types
  • Managing Action Types
  • Setting Up Relationship Types
  • Individual Setup
  • Viewing Action Types

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