I'm new to CRM. I am requested to customize the crm. In the user we have 2 fields, region and business channel. once user logged into the system, in the leads business channel and user region should be filled as per user.
As new to crm i have no idea to do this job.
all the help is appreciated
thanks in advance....
You can use iOgrow, the social crm extension to generate leads. Hope this will help you
I am also new Dynamic CRM user. Can you guide me in the configuration of Dynamic CRM setup.
In reply to Abbie JOnes:
For all those who are new to CRM. contact meltag.com or just call +91 40 3090 6410, or email: firstname.lastname@example.org we will guide you.