Purpose
This feature supports required CRM behavior and should be treated as part of the operational base.
How to use it
Do not disable it unless you fully understand the dependency impact across the system.
Connected areas
This feature should be used as part of the broader iTech System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date.
Best practice
Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.