You may select any of the following prebuilt customization options:

  • Sales Only
  • Sales & Services
  • Real Estate
  • Consulting
  • Freelance
  • Recruiting
  • Donor Management

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on


2.) Tap on Settings


3.) Scroll down to the Customizations section and then scroll down to the dropdown labeled "Use Prebuilt Customization".