September 2011
Intermediate to advanced
1008 pages
24h 27m
English
This chapter reviewed the areas that make up the Settings area for CRM and discussed how they are important and relevant to setting up, maintaining, and managing your business. Additionally, this chapter detailed how to configure the security of CRM through the use of Roles and Business Units.
You will visit many aspects of the Settings area only occasionally, but others are dynamic (such as adding and removing users and permissions, activating and deactivating Product Lists, and creating customizations for the system) and will be used often.
Hopefully, this chapter has illustrated the importance of becoming familiar with the different Settings areas because it will be a frequently accessed resource area for system administrators.