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