Who in my company can configure CRMnext for implementation?
A. Your Administrator can configure many aspects of CRMnext to meet the specific requirements of your sales, service, and marketing departments. You can change the choices in every pick list, change the text that appears on the Home tab, and add an unlimited number of custom fields. All pre-configured reports can be customized and saved for future selection. Additionally, each user can change the “tabs” presented in the user interface. For example, a marketing manager may choose only to see Leads, Forecasts, and Reports tabs. A sales rep. may select Opportunities, Accounts, Contacts, and Forecasts. Lastly, a customer support rep. may limit the user interface to Accounts, Cases, Solutions, and Reports.
