CRM App Settings
Prospect Setup
1. Click on More
2. Click on Prospects
3. Click the Gear
4. Adjust all settings as highlighted below
5. Click Sync Desktop Settings
Contact Setup
1. Click on More
2. Click on Contacts
3. Click the Gear
4. Adjust all settings as highlighted below
5. Click Sync Desktop Settings
Account Setup
1. Click on More
2. Click on Accounts
3. Click the Gear
4. Adjust all settings as highlighted below
5. Click Sync Desktop Settings
Product Setup
1. Click on More
2. Click on Products
3. Click the Gear
4. Adjust all settings as highlighted below
5. Click Sync Desktop Settings
Quotes Setup
1. Click on More
2. Click on Quotes
3. Click the Gear
4. Adjust all settings as highlighted below
5. Turn on Smart Selection
6. Click Sync Desktop Settings
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