This is how you keep your data consistent when importing it from multiple sources. One tool might refer to one data field as one thing and you might call it something else internally. You can match it up by mapping the fields.

You probably already know this one, but it's important to know for the protection of your data. It's when you have to have a set amount of characters, numbers and special characters, and maybe even upper and lower case letters in your password.

Sometimes to keep things organized in our CRM, it means saying goodbye to old or irrelevant data. That's where deleting and the recycle bin come into play. Just make sure you know what all that data is tied to! Listen as Paul explains.

Sometimes, you don't want to have to talk to someone. Even when you need some help. So, CRM and other SaaS products create a self-service help center and resources to let you solve your own problems.

Paul may have invented a new way to potty train his twins, but that's not really what WYSIWYG is all about. It stands for "What You See Is What You Get." Listen to learn how it pertains to CRM.

Sorry to disappoint, but all this web talk and it's not about Spiderman. Find out what it means in relation to CRM!

Have you ever thought to yourself, "wouldn't it be cool if I could connect this tool with that one?" With APIs, you can. Not that big of a nerd (like us)? Well, you'll still want to make all your business tools and apps more powerful by connecting them.

Your layout is all about speed and efficiency. Lean ideals to the max. A layout makes navigation of your CRM easy, with everything you need right in front of you.

Fields are simply what you can the places you enter each piece of data into. You can have a little or a lot and customize them as you wish.

Assignments and rules may not have been your favorite thing when you were in school, but they're important for CRM. Listen and find out why!