CRM Menu Settings & Management

1. Introduction to Scenes & Functions

  • Individuals in the enterprise can configure the modules in the menu at a personal level, select the current menu, adjust the order of modules in the menu, establish groups (WEB side), and hide infrequently used modules.

2. CRM Menu Settings

  • Provide a menu setting interface in the lower right corner of the left menu bar of CRM
  • The menu setting interface is provided in the lower right corner of the left menu bar of CRM, and the user can select the currently used CRM menu
  • After selecting the menu, you can adjust the order of the modules in the menu, create groups (WEB), and hide infrequently used modules.
  • Among them, the WEB end and the mobile terminal are set separately
2022-12-23
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