You can configure Lime Go so that it's tailored to your business, such as tags, fields, pipeline, and activities. To make this easy for you, we've created a video showing you how.
β What will we cover?
We'll go through how you can configure things based on your needs and work, such as:
- customizing your home page
- changing stages in the pipeline (deal/project)
- adding sources specific to your company
- adding custom fields to deals, company cards, and person cards
- creating tags for filtering on deals, company cards, and person cards
- adding products as options for your deal/project
- adding more currencies
- customizing the list view and outcome options
π½οΈ Getting Started with Lime Go: Settings & Configuration: