#2 - Just 1 Thing: Security Options Review
Why? Security is paramount always, but you have certain requirements depending on the products you sell such as HIPPA requiring an auto-log out after inactivity. You also can restrict agents from downloading reports and accessing records other than the ones they need. Learn about the 3 main customizable security areas: User Permissions, Location Security Groups and Login Requirements.
Give Me More! Security Features
#1 - Just 1 Thing: Status Disposition Review
Why? Well-used status dispositions are more actionable for items like workflows and reports. Even if you don't want to be too fancy with using those features, they just make it easier to track people through the sales pipeline and maintain a good book of business.
Give Me More! Status Options, Reports, Automated Workflows