Difference between revisions of "CRMS / SFA Reference Manual"
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==Contacts== | ==Contacts== | ||
Revision as of 23:08, 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:
