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  1. 2x4

    MacolaED

    I am going to try, but wanted to post first. Can I create a user call MacolaED to use like Supervisor (special use only - Screen Changes). If I change a screen while logged in as MacolaED I figured that would change the screen for everyone.
  2. 2x4

    Getting Started new to CRM

    We have a list of 400 business and contacts. I have read conflicting info about how to load them. Should I load them as leads, or as accounts with a an account type of prospect. First thought was Lead->Oppurtunity->Account(Prospect)->Account(Customer)

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