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Edit CMO Terminology

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Edit CMO Terminology

This article outlines how to edit the terminology within CMO. 

Change Terminology

  • Begin going to the Business Rules tab in the Admin module
  • Click on the name of the Company listed

2018-01-31_ClientSuccessPortal_Terminology_1.png

  • Click on Terminology

2018-01-31_ClientSuccessPortal_Terminology_2.png

  • Edit the terminology as you desire
  • Click Save when finished

2018-01-31_ClientSuccessPortal_Terminology_3.png

Video Demo

See link below for video demo:

Change CMO Terminology

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