CRM Customization
How to Customize the Deals Form Builder
Overview The Deals Form Builder in WeekMate CRM allows you to customize the deal creation and edit forms to align with your sales process. You can add new fields, modify existing ones, rearrange the form layout, and remove fields that are no longer ...
How to Customize the Contact Form Builder
Overview The Contact Form Builder in WeekMate CRM allows you to customize the contact creation and edit forms to suit your organization's data collection needs. You can add new fields, modify existing ones, rearrange the form layout, remove ...
How to Customize the Accounts Form Builder
Overview The Accounts Form Builder in WeekMate CRM allows you to customize the account creation and edit forms according to your organization's requirements. You can add new fields, modify existing ones, rearrange the form layout, remove unnecessary ...
How to Create or Edit the Custom Modules
Overview The Custom Modules feature in WeekMate CRM allows you to create modules that match your business processes. You can build new modules, customize existing ones, and modify their fields, sections, names, and icons to organize information ...
How to Create or Edit a Web Form
Overview The Web Forms feature in WeekMate CRM allows you to create and manage forms that capture information from customers and prospects. You can assign forms to a specific CRM module, customize their fields, and monitor submissions from a ...