There are several ways to run a CRM system. There is a six step process that will help you to set up a CRM system: Step 1 is to map your customer journey, followed by defining your businesses and sales processes. The next step to create custom field, stages and pipelines. Step 4 is to migrate your customer information. Then you have to integrate your other tools and automate manual processes. At last you have to add users and set your permissions.
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