Difference between revisions of "CRMS / SFA Reference Manual"
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Jump to navigationJump to search (→Leads) |
(→Opportunities) |
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| Line 23: | Line 23: | ||
*[[Create Opportunity Screen]] | *[[Create Opportunity Screen]] | ||
*[[Find Opportunity Screen]] | *[[Find Opportunity Screen]] | ||
| − | *[[Create Quote | + | *[[Create Quote Shortcut]] |
==Quotes== | ==Quotes== | ||
Revision as of 23:59, 15 September 2007
Contents
My Home
Leads
Contacts
- My Contacts Screen
- Create Contact Screen
- Find Contact Screen
- Merge Contacts Screen
- Contact Forms Screen
Accounts
Cases
Activities
Opportunities
- My Teams' Opportunity Screen
- Create Opportunity Screen
- Find Opportunity Screen
- Create Quote Shortcut
Quotes
Orders
- My Orders Screen
- Edit Order Screen
- Find Order Screen
- Order Queue Screen
- Order Summary
- Return Screens:
