Today, we’re going to delve into the constant tab in CRM AI. This feature allows users to add categories to various items within the system. For example, in the HR department, you can create categories for departments, designations, salaries, leave types, termination types, training types, performance types, presales, pipeline stages, lead stages, sources, labels, project task stages, taxes, payment methods, contract types, branches, and goal types.

When creating a new category, you can specify details such as the name, type, and other relevant attributes. Once created, these categories can be easily managed and utilized within the system. This comprehensive overview demonstrates the extensive capabilities of the constant tab in CRM AI.

Other Tutorials

Skip to content