What can’t you customize?
Here’s a general list of things an admin can do:Re-name tabs (Example: Changing ‘Accounts’ to ‘Companies’) Re-name field labels (Example: Changing a field name from “Type” to “Relationship”) Change the columns that are displayed in the list view (Tip: Only show the data you care to see at a quick glance) Change the layout of a record (Tip: Only show the most important fields up top, take advantage of the real estate on the screen, no pun intended!) Change the color scheme (perhaps to match your organization’s color palette) Workflows. Although an advanced feature, workflows customized to how your business flows really help automate your day. Which leads to increased efficiency. (Example of a workflow: Get email reminders when leases are going to expire for your tenants, when a Listing is created, create a checklist of tasks that need to be accomplished by a certain person or team). Further Reading