Outlook CRM for Teams | Prophet CRM

How to Create and Edit Departments

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Creating and editing Departments Step by Step:


Departments are crucial to tracking and separating different types of data within your organization. Heres a quick tutorial on how to make and edit them.

Step One: Navigate to the Departments menu

Step Two:
Use the Add button to create a new department

Step Three:
Fill in the departments' name, a brief description, and select which opportunity template you wish to use

Step Four:
Click the Save button

Note:
You can edit and delete departments using the corresponding buttons

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