Difference between revisions of "CRMS / SFA Reference Manual"
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==Leads== | ==Leads== | ||
*[[My Leads Page|My Leads Screen]] | *[[My Leads Page|My Leads Screen]] | ||
| − | + | *[[Create Lead Screen]] | |
| + | *[[Find Leads Screen]] | ||
| + | *[[Merge Leads Screen]] | ||
*[[View Lead Page|View Lead Screen]] | *[[View Lead Page|View Lead Screen]] | ||
Revision as of 22:58, 16 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
- View Opportunity Screen
- Create Quote Shortcut
Quotes
Orders
- My Orders Screen
- Edit Order Screen
- Find Orders Screen
- Order Queue Screen
- Order Summary
- Return Screens:
