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Configuration

Configuring Percept CRM is possible at both the global level for administrative users, and the local level for non admin users. The global setup covers the creation of new users, setting up corporate information (like name, logo, address) and mappings for file import. A non-admin user can update their own information and build user specific import mapping.

Features

  • User addition, removal, and de-activation.
  • Admin privilege assignment.
  • Updating corporate information and logo (for use with invoice generation).
  • Reference value review.

Related Topics

Import Export 

Related Videos 

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  • Modules
    • Contact
    • Company
    • Product
    • Campaign
    • Import Export
    • Configuration
  • Insight
    • Reporting
    • Power Chart
    • My Dashboard
  • Knowledge
    • Videos
    • FAQ
  • About
    • Why Percept CRM ?
    • Our Team
    • Contact Us
    • Terms of Service
    • Privacy Policy
  • Subscribe
  • CRM Login

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