Record Type

 

 

Record types (or Person Types) are configuration labels on a CRM record. They often serve the purpose of helping to identify the CRM record’s roles, responsibilities, or status in a workflow. Different pieces of Site Stacker may rely on record types for sorting or permissions purposes, like Motion 2, web page visibility, or Spark events.

 

Location: CRM


Modified on Mon, 25 Sep 2023 at 11:31 AM

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