In this tutorial we describe possibilities of detail wizard in Creatio. Use the detail wizard to add new and modify the existing section details.
You can set up the organizational and functional roles of your company’s employees in Creatio CRM system.
Use the organizational roles to model the administrative structure of your company divisions.
Use the functional roles to group your company’s employees by their job titles.
Learn how to create contacts and assign them to users, manage user access rights in Creatio CRM software. The tutorial also explains the licensing steps, so that you can easily manage and configure the licensing for the users in Creatio.