Customization

We will help you to customize 2M Touch CRM according your business needs..!


Adding company details

Changing password

Configuring outgoing emails

Configuring incoming emails

Organizing menu bar

Changing date, themes, timezone, etc

Customizing field labels, tab names & other strings


Setting up workflows

Capturing website visitors as leads

Configuring mailbox to convert emails

SMS Integration Tools

EMAIL Integration Tools

Creating custom fields

Re-arranging fields

Editing field properties

Deleting custom fields

Customizing picklist fields


Importing records from existing files

Creating custom filters

Finding and managing duplicate records

Finding and managing duplicate records while importing records


Tagging important records

Jumping to a selected page in list view of records

Adding custom lists to dashboard

Languages supported by 2M TOUCH CRM

Disabling and configuring fields in summary view

Configuring width to view more records

Performing mass operations on selected records

How do I export comments?


Creating a New Module

Importing custom modules

Deactivating unwanted modules

Activating deactivated modules