How to Build a CRM
Founder University
00:00
Best Practices for Setting Up Company Profiles
There may be a lot of different people within this organization your team has to interact with. We want to make sure there's a way to account for those within the CRM. One thing to consider is if you have parent or umbrella profiles that will be needed. You should always include a field for the first name and keep this separate from the last name.
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