Customizing Spiro
Customize fields, workflows and tables to match your business needs.
- Spiro Terminology
- Spiro Data Model
- Custom Entities Overview
- Custom Fields
- Custom Pipelines and Sales Stages
- Record Layouts
- Using Calculated Fields
- Templates control for Admins
- Settings: My Profile
- Settings: My Connections
- Settings: Spiro VoIP
- Settings: Customizations - Activities
- Settings: User Administration
- Settings: Integrations
- Admin: Smart Assistant Rules
- Custom List View
- Managers: Auto-Follow Team Opportunities