New Feature Update

We recently pushed out a new feature in Maple CRM that facilitates you to have customized views in your Maple CRM system.

Now every user can create their own views for listing the accounts. It is easy to configure and provides you a quick access to what you would actually like to see.

Examples:

Your sales executives want to see all the leads in the pipeline OR your accounts team wants to view all the customer accounts whose payments are still pending, etc. 

The feature allows each of the user to configure more than one such customized view. To add such views, click on View Settings under Settings and configure it under ‘My Views. 

If you have any questions, please contact our Support Team for assistance.