Managing your CRM Views

4 guides covering managing your crm views on the Sparkforge platform.

• CRM FAQs New Sparkforge sub-accounts come pre-loaded with example contacts, tasks, notes, companies, and tags so you can explore the CRM with realistic records. Every sa
• How to Rename Standard Objects in Your Sparkforge CRM Admins can rename the three standard CRM objects — Contacts, Opportunities, Companies — to match their organization's vocabulary. The change is cosmetic: workfl
• Searching an Object Record Sparkforge admins choose which fields are searchable for contacts, opportunities, and custom objects. Changes apply globally — every search bar in the platform
• View CRM Records: List Views, Sorting, Filters, and Search List View shows your CRM records as a sortable, filterable table with customizable columns. It is the default view for most CRM objects in Sparkforge and is ava