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Tip

We have divided each module's configuration tasks into two Classifications: Fast Track and Complete Configuration.

  • Fast Track:  If you would like to To set up CRM.COM with the necessary basic functionality to get started, configure the sub-modules that are marked by the Fast Track Icon.
  • Complete Configuration: To get the most out of CRM.COM configure all the sub-modules; , marked by the Fast Track and Complete Configuration icons.

Configuration Type determines whether the module is found under an "Application" or "Configuration" Section.

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Anchor
products
products
Setting up Products

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