Import existing information
Use imports to bring customer information into the workspace. Review field mapping and a small sample before a larger import.
Add useful fields
Create custom fields for information your process genuinely uses. Avoid recreating information that already belongs in a standard module.
Shape layouts
Arrange record edit layouts around the sequence your team follows and the fields they are permitted to see.
Control access
Use module permissions, field controls, ownership and record sharing together. Interface visibility is helpful, but repository enforcement remains the security boundary.