Create New Designation

Create New Designation


 

  1. Access Admin Module: Go to the Admin Module in Insights CRM. 
  2. Select Data Fields: Click on 'Data Fields'. 
  3. Choose 'Designation': From the data fields list, select 'Designation'. 

 

  1. Add Designation: Click on 'Add Designation' in the right-hand side corner. 

 

  1. Enter Details: Input the Designation Name.  
  2. Active Field: Choose 'Yes' or 'No' in the Active Field. 
  3. Save the Designation: Click 'Save' to store the new designation. 

 

 

  1. Confirmation: The newly created Designation will be listed, indicating successful addition. 

 

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