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Announcement
2 years ago

Introducing Terminology Overrides: Customise Your SitePad Experience!

We're excited to announce a new feature in SitePad CRM that puts you in control of your dashboard's language: Terminology Overrides. This innovative update allows you to personalise and rename the main modules of your CRM to fit your business's unique language and workflow. 

With Terminology Overrides, you can now customise the names of the following key modules to reflect your business's specific needs and preferences:

  • Dashboard: Your control center, tailored with a name that resonates with your team.
  • Following: Keep track of your engagements in a way that makes sense to you.
  • Groups: Organize your contacts, teams, or projects with a label that fits.
  • Prospects: Identify potential clients in a language that matches your sales process.
  • Clients: Customise how you refer to your valued customers.
  • Entertainment: Rename this module to align with your approach to client engagements or team activities.
  • Quotations: Tailor the module name to reflect how you manage offers, bids, or estimates.
  • Sites: Adapt the name to better describe your projects, locations, or inventory.
  • Leads: Personalise how you identify potential opportunities or interests.
  • Contacts: Adjust the module name to suit how you refer to your network.
  • Reports: Customize this module to resonate with the way you analyze data.

This update is designed to enhance your SitePad CRM experience by ensuring that the platform speaks your language, literally! Whether you prefer terms that are more industry-specific or just want your CRM to reflect your company's culture, Terminology Overrides give you the flexibility to make SitePad CRM truly your own.

To get started with Terminology Overrides, simply head to your settings page and select the 'Terminology Overrides' option. From there, you can easily rename any of the main modules and start enjoying a CRM that's tailored just for you and your team.

We believe that this level of customization will not only improve your overall experience with SitePad CRM but also help streamline your workflows by making the platform even more intuitive for your specific business processes.

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