You can simply replace the terms used in Salesmate for the module names like:
- Contact to People
- Company to Organization
- Deal to Projects
- Activities to Tasks
- Products ( If only Product module is added)
- Tickets to Support Tickets
To Rename the Modules,
- Navigate to the Profile Icon on the top right corner
- Click on the Set Up
- Head over to the Modules Category
- Select the Module that you wish to Edit (Contact, Company, Deal, Activity, Product, Ticket or any Custom Module)
- Head to the Actions button
- Click on the Edit Module
- Set the Singular and Plural Names or change the Icon
- Once done, hit on Update.
Comments
0 comments
Please sign in to leave a comment.