Hi,
I'm trying to customise the CRM and going into setup and changing the details of the pick list, however, when I go back to the screen, none of the changes have happened.....I'm certain I'm logged in as the admin.
By the way, I'm using the free version and am the only user.
I'm sure I'm doing something wrong, but I don't know what.
Thanks for your help. BTW, best CRM system I've seen!
UPDATE: When I go back into the settings menu, my changes are there, but when I go back to "New Potential" all the lists are at the default settings
Nigel db