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      ProjectMark CRM Admin Training

      In this video, we'll walk through the admin settings in ProjectMark CRM.

      • In the CRM Admin Training video, we cover the following topics:
      • Configuring Opportunity Stages
      • Configuring the Opportunity Panel
      • Adding Custom Opportunity Fields
      • Configuring the Contact Record
      • Adding Custom Contact Fields
      • Configuring the Company Record
      • Adding Company Custom Fields