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Why your CRM configuration is vital

Insightly

By consolidating this information into one central location, businesses can gain insight into their customers’ preferences, needs, and behaviors – thereby driving more personalized engagement strategies. Or, a field for a date will only accept MM/DD/YYYY vs. October 28, 2026. This is the perfect scenario for a custom field.

CRM 52
article thumbnail

Why your CRM configuration is vital

Insightly

By consolidating this information into one central location, businesses can gain insight into their customers’ preferences, needs, and behaviors – thereby driving more personalized engagement strategies. Or, a field for a date will only accept MM/DD/YYYY vs. October 28, 2026. This is the perfect scenario for a custom field.

CRM 52