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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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