Common use of CRM Settings Clause in Contracts

CRM Settings. If you want WorldCard Team users to connect to your company CRM system like Salesforce, please click [Settings] to enable. If the administrator enables the feature to connect CRM system, click CRM Set- tings under General Settings, and input log in information of your CRM system. You can manually export contacts to CRM systems, or have WorldCard Team synced with CRM. WorldCard Team will sync with CRM system every 10 minutes if the sync function is on.

CRM Settings. If you want WorldCard Team users to connect to your company can work with CRM system like Salesforce, please click [Settings] to enablesystems. If the administrator enables enable the feature to connect CRM system, click CRM Set- tings Settings under General Settings, and input log in information of your CRM system. You can either manually export contacts to CRM systems, or have WorldCard Team synced with CRM. WorldCard Team will sync with CRM system every 10 minutes if the sync function is on.

CRM Settings. If you want WorldCard Team users to connect to your company can work with CRM system like Salesforce, please click [Settings] to enablesystems. If the administrator enables enable the feature to connect CRM system, click CRM Set- tings Settings under General Settings, and input log in information of your CRM system. You can manually export contacts to CRM systemssys- tems, or have WorldCard Team synced with CRM. WorldCard Team will sync with CRM system every 10 minutes if the sync function is on.. Chapter 2 Getting Started‌‌‌‌ Chapter 2 Getting Started Search Contact Quick Tool Bar Contact List Detailed Contact Information Contact Category