As part of the onboarding process for Terminus Data Studio, customers will need to complete a configuration survey. The configuration survey will help your Terminus onboarding team align your instance of the Terminus platform to your specific business needs, and unique customizations you may have in place in your external CRM.
To help guide users through this configuration survey, our technical team has put together several explainer videos. Additionally, you can reference this guide for more information on our list-based CRM configuration for Terminus Data Studio.
Part One: Configuration and Filters
Part Two: Custom Columns
If you have additional questions, please reach out to your Terminus onboarding team or support through the Terminus Support Portal.