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Navigating to Module Management in Dazos CRM: A Detailed Guide (CRM)

Updated over 2 months ago

This guide will walk you through the process of accessing the Module Management section within your Dazos CRM instance, allowing you to configure and customize your CRM modules.

1. Begin by navigating to your designated Dazos CRM instance or by utilizing your specific login link.

2. Once you have successfully logged in, locate and click on the "Settings" option, typically found in the main navigation or dashboard.

3. Within the Settings menu, select "CRM Settings." This will direct you to the administrative configurations specific to your CRM.

4. From the CRM Settings interface, click on "Module Management." This section provides an overview and control panel for your CRM's various modules.

5. To delve into the specific fields associated with your modules, click on "Module Table Fields" within the Module Management section.

6. Finally, click on the relevant element (e.g., the specific module name or an "Edit" icon) to begin configuring the fields for your desired module.

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