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CRM implementation |
  
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CRM implementation |
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How to implement the CRM feature
| 1. | Subscribe to the CRM option |
| 2. | Once you have subscribed to the CRM option, there will be a new "Use CRM" permission. You should assign this permission to your user groups as required (see User groups and permissions). |
| 3. | Navigate to User > Core data > User journal source types and add the required sources types for your customer journal. |