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Setup
Setup
How to organize Setup
How to Manage Statuses in ClearCRM Setup
Customer Groups
Managing Customer Groups in ClearCRM
Deals
Getting Started with Deals
Managing Deal Pipelines in ClearCRM (Setup > Deals > Pipelines)
Managing Deal Sources in ClearCRM (Setup > Deals > Sources)
Deals Setup in ClearCRM (Setup > Deals)
Leads
Lead Statuses in ClearCRM (Setup > Leads > Statuses)
Lead Sources in ClearCRM (Setup > Leads > Sources)
Setting Up Email Integration for Leads in ClearCRM
Leads Setup in ClearCRM (Setup > Leads)
Finance
Working with Currencies in ClearCRM
Managing Currencies in ClearCRM
Email Templates
Tracking Sent Emails
Taxes
Team Members
Managing Team Members in ClearCRM
Support
Support Department Email & Assignees
Managing Support Departments in ClearCRM
Adding a New Department in ClearCRM
Support Management
Custom Fields
Custom Fields: Add Extra Fields to Fit Your Needs
