Customizing the Relationship Index in InsightsCRM
- Access the Admin Module: Navigate to the Admin Module in Insights CRM.
- Select Relationship Index: Choose 'Relationship Index' from the available options.
- Update Weightage: Hover your mouse under the 'Weightage' section and manually enter the desired numbers.
- Save the Changes: Click on the 'Save' tab to apply your updates.
- Confirm Update: After saving, the 'Last updated' date will be displayed, indicating the changes have been successfully saved.
Note on Weightage Customization: The weightage in the Relationship Index is designed to be flexible, allowing for pre-definition according to diverse business scenarios. This adaptability ensures that the Relationship Index reflects the unique priorities and dynamics of your business, enhancing the relevance and effectiveness of your CRM strategy.
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