What Are the Options in the Admin Section
My Account: You can manage User profile, Company Information, Locale settings, and Change Password under this section.
Account Status: You can view the status of License Used and Storage Space under this section.
Manage Users: You can manage the Users and Groups. You can also view details like total Active users and invite new users to InsightsCRM under this section.
Privacy Settings: You can create and manage User Groups to manage user access under this section.
Manage Forms: You can customize Accounts, Contacts, Prospects, and Deals Form under this section.
Data Fields: You can add values to map against these data fields; Country, State, City, Interest, Meeting Type, Sector, Currency, Role, Designation, and Account Type under this section.
Deals Pipelines: You can create and manage Deal Transactional Workflow as per your business requirements under this section.
Relationship Index: You can manage weights on relationship parameters like Deals, Emails, Calls, and Meetings as per your business requirements to get accurate picture of your relationship with the contact.
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