Use universal import from Excel to add large-scale data to Creatio. You can add a customer base, a list of products or other data from an Excel file in a matter of minutes.
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.