Configuration
In this section
- Master DataMaster Data is where the foundational reference values live in GEMS CRM — number ranges that generate IDs,…
- Sales ConfigurationSales Configuration governs how key sales records get their IDs and how new Leads get routed to the…
- Service ConfigurationsService Configuration covers how support tickets get automatically routed to the right person, how tickets get classified, and…
- Common ConfigurationsTask Plan Task Plans let you build reusable sets of tasks — configured once — that can then…