Left out of CSL's Settings
Not deleted, just not shown for CSL. Your other customers' CRMs keep them.
- Setup checklist
- Who's opted out
- Board KPIs, Todo columns, Today, Onboarding
- Review requests, Quote follow-ups, Booking reminders
- Website enquiry reply, Who gets emailed (folded into Website form)
- Instagram auto-replies, Ads plan, Sales call drafts and proposals
- Calling preferences, office hours, phone line
- Bookings and hours, Style guide, Client CRMs list