How to reorder fields on a custom activity on Close.com
Here is how to reorder fields on a custom activity on close.com
- First click on "Settings" in the left sidebar
- Then click on "Custom Activities" under the Customization section in the settings menu
- Next click on the custom activity item you want to edit in the list
- Finally click on drag handle icon next to a field and drag it to its destination
Why should you reorder fields on a custom activity on Close.com
Close is a powerful CRM designed to streamline and boost sales productivity.
The ability to reorder fields on a custom activity in Close.com allows users to tailor their workflow, enhancing the organization of vital information. By customizing the order, sales teams can ensure quick and logical access to the most frequently used fields, reducing time spent searching through data.
This feature empowers teams to create a seamless work environment that aligns with their unique processes, significantly improving efficiency and focus in managing client interactions.
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