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hi today well have a look at how to use the crm 3.0 template well start by hiding the top ribbon to have more space great first lets go into the settings page this is where you can enter data lists to set up the tool we can start by selecting our language and our currency further down we can customize the type of lead statuses and sources as well as contact forms it also allows us to set color coding rules for example here if it has been under two days since the last contact the light will turn green however here it will turn green if it has been under four days the same applies to the days until next action lets go to the translation submenu this is where we can customize our six based languages english french portuguese spanish italian and deutsche and set up a seventh language moving on to the product and services tab this is where we list all products or services to be offered to customers lets add a new one well call software setup great moving on to the salesperson subsect