How to clean your CRM and data

If you find your CRM is difficult to navigate, it's time for a Spring Clean! Here are five tips to help you do that in SugarCRM, though many can work on any CRM. 0:00 - Intro 1:04 - Perform a Data Audit 2:07 - Streamlining Modules and Fields 3:38 - Smart Guides & Automation 4:46 - Replace old document templates 5:52 - Customise your Home Dashboard 7:04 - Bonus) Use a Sandbox 7:52 - Outro ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Start growing YOUR business👇 Grow your business with enable and SugarCRM: hhttps://bit.ly/enableSugar Follow us on LinkedIn: https://bit.ly/es_LinkedIn