No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
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Card View

The grid view is the default view when you open CRM. At first, you’ll start on the CARDS view, which is a summary of companies and contacts that you have in the system. The image below shows this view after one record has been entered, and we’ll discuss the key parts of this screen in the sections below.