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USER INTERFACE (UI) TEMPLATES

QUICK ACCESS

MY PREFERENCES

BOARD (KANBAN) VIEW

EMAIL MARKETING

CUSTOMIZATION

WORKFLOW AUTOMATION

VISIBILITY LIKE NEVER BEFORE

IMPORTING DATA

GET READY FOR GROWTH

5 Reasons CRM Implementations Fail

Opportunity and Pipeline Management

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Clarity CRM Overview

Flexible. Intuitive. Easy to Use. Take a brief tour and discover how Clarity CRM delivers the power you need to create an effective customer relationship platform for your business.

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USER INTERFACE (UI) TEMPLATES

QUICK ACCESS

MY PREFERENCES

BOARD (KANBAN) VIEW

EMAIL MARKETING

CUSTOMIZATION

WORKFLOW AUTOMATION

VISIBILITY LIKE NEVER BEFORE

IMPORTING DATA

GET READY FOR GROWTH

5 Reasons CRM Implementations Fail

Opportunity and Pipeline Management

ACTION PLANS

ADOBE SIGN INTEGRATION

CALENDAR INTEGRATION

CONFIGURATION BASICS: Add Custom Fields to UI Templates and Columns

CUSTOM FIELDS: Dropdown Dependent Fields

CUSTOM FIELDS: The Mighty Checkbox

CUSTOM MODULES

EXCEL REPORTS

GMAIL INTEGRATION

LIST ACTIONS MENU

MAIL MERGE/RICH TEXT EDITOR

MOBILE

OUTLOOK INTEGRATION

PRICE QUOTES SALES INVOICES TEMPLATES

SEARCH FUNCTIONALITY

VIEWS (Saved Searches)

ZAPIER INTEGRATION

Last Touch Date Field

Features & Functionality

QUICK ACCESS

BOARD (KANBAN) VIEW

EMAIL MARKETING

WORKFLOW AUTOMATION

IMPORTING DATA

Opportunity and Pipeline Management

ACTION PLANS

EXCEL REPORTS

LIST ACTIONS MENU

MAIL MERGE/RICH TEXT EDITOR

MOBILE

PRICE QUOTES SALES INVOICES TEMPLATES

SEARCH FUNCTIONALITY

VIEWS (Saved Searches)

Last Touch Date Field

Claritysoft Integration & Customization

USER INTERFACE (UI) TEMPLATES

MY PREFERENCES

CUSTOMIZATION

ADOBE SIGN INTEGRATION

CALENDAR INTEGRATION

CONFIGURATION BASICS: Add Custom Fields to UI Templates and Columns

CUSTOM FIELDS: Dropdown Dependent Fields

CUSTOM FIELDS: The Mighty Checkbox

CUSTOM MODULES

GMAIL INTEGRATION

OUTLOOK INTEGRATION

ZAPIER INTEGRATION