This video will talk you through how to customise your metrics list on OneUp! We think this is super important to tailor OneUp to drive your business and cater for unique CRM workflows.
Video Tutorial:


Overview
Your list of Measurables on OneUp is completely customisable!
We always recommend that you sit down with your team to decipher exactly what you really want to drive and display using our platform.
Don't presume you're stuck with the standard workflow, even unique note types logged within your CRM can often be displayed as their own metric! (Check with one of our support team to see if this is an option for you)

Related Articles
How do I create a new Metric/Measurable on OneUp?
How do I create a Parent Metric?
Was this article helpful?
Cancel
Thank you!