Switching to CRM View

Switching to CRM View

ParkSitesIO offers the ability to work within your records from two different perspectives. By default each time a user first logs into the ParkSitesIO dashboard, the Park Sites View is displayed. 

The Park Sites View allows the user to work primarily from the perspective of the mobile home and RV park records utilizing the Park Sites map.

Alternatively, when a user wishes to work from the primary perspective of viewing their CRM records in a list, they can switch to the CRM View.

To switch to the CRM View while working with the Park Sites View, simply click the Views button within the Park Sites toolbar and select CRM.   


For additional questions about this topic, please contact our Support Team by emailing us at support@parksites.io
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