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Why your CRM configuration is vital

Insightly

When done correctly, effective Customer Relationship Management can help companies attract new customers while retaining existing ones – ultimately leading to greater overall success for the business. Or, a field for a date will only accept MM/DD/YYYY vs. October 28, 2026. Your CRM should have a simple way to set up validation rules.

CRM 52
article thumbnail

Why your CRM configuration is vital

Insightly

When done correctly, effective Customer Relationship Management can help companies attract new customers while retaining existing ones – ultimately leading to greater overall success for the business. Or, a field for a date will only accept MM/DD/YYYY vs. October 28, 2026. Your CRM should have a simple way to set up validation rules.

CRM 52