Are you getting the most out of Custom Fields? There are many ways you can take advantage of this feature at TigerLRM. You can add custom fields to leads, accounts, contacts, and opportunities to ensure your sales team is capturing all mission-critical data.
Find it under Administrator > Custom Fields and change how your organization records ratings, lead sources, status, and much more. You can modify your information to collect and organize exactly what you need.
Custom Field Importing tool allows users to import their leads and map their data to the custom fields they have already pre-created in their LRM platform. This tool allows users to have more control over their leads and manage their data in a more personalized way.
This is an aggregated value to conveniently organize leads and data per individual. Don’t hesitate on contacting us if you have any questions on this great feature. Remember that your success is our success!
To assign a sales enablement user, simply go to Administrator > User Management > Edit User.
Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.You can access your Dashboard here.