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LESSON 1: CUSTOMIZE BASIC FIRM SETTINGS AND
               UNDERSTAND NAVIGATION




               Learning Objectives
                   •   Find field customization and explore functionality
                   •   Find value lists and explore functionality


               Introduction

               Unanet CRM by Cosential provides a single source of truth for your entire project
               lifecycle, from meeting an individual contact to completing a successful project. The
               graphic below shows the modules that support this process.





































               Information flows from Lead to Opportunity to Project as you convert them through the
               lifecycle. The core data modules that store and track your data are Companies,
               Contacts, Leads, Opportunities, Personnel, and Projects. Many of the key
               categorizations are shared across record types.













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