Guide 2 - Personalising our CRM

Introducing some of the features that become available to you once you’ve been given the role of Citizen Developer

1. Personalising our CRM

Introducing some of the features that become available to you once you’ve been given the role of Citizen Developer

2. Personalising our CRM by adding charts

Introducing the ability to create charts that become available to you once you’ve been given the role of Citizen Developer


Last modified November 27, 2023: Pivot table example (80c844c)