CRMS / SFA Reference Manual

My Home

• My Home Screen
• CRMSFA Dashboard
• Custom Fields

Leads

• My Leads Screen
• Add New Lead Shortcut
• Create Lead Screen
• Find Leads Screen
• Merge Leads Screen
• View Lead Screen
  • Convert Lead Screen
• Upload Leads Screen

Contacts

• My Contacts Screen
• Add New Contact Shortcut
• Create Contact Screen
• Find Contact Screen
• View Contact Screen
• Merge Contacts Screen

Accounts

• My Accounts/My Teams' Accounts Screen
• Add New Account Shortcut
• Create Account Screen
• Find Accounts Screen
• Merge Accounts Screen
• Account Details Screen

Cases

• My Cases/My Teams' Cases Screen
• Add New Case Shortcut
• Create Case Screen
• Find Cases Screen
• View Case Screen

Activities

• My Calendar Screen
• Create Event Screen
• Create Task Screen
• Find Activities Screen
• Activity Details Screen
• Log Task Screen
• CRMSFA Activity Security
• Pending Emails Screen
• Write Email Screen
• View Email Screen

Opportunities

• My Opportunities/My Teams' Opportunities Screen
• Add New Opportunity Shortcut
• Create Opportunity Screen
• Find Opportunity Screen
• View Opportunity Screen
  • Edit Opportunity Screen
• Create Quote Shortcut

Quotes

• My Quotes Screen
• Find Quotes Screen
• Edit Quote Screen
• Viewing a Quote
• Finalize Quote Screen

Orders

• My Orders Screen
• Create Orders Screen
  • Add Items to Order
  • Create New Customer Screen
  • Finalize Order Screen
  • Review Order Screen
• Find Orders Screen
• View Order Screen
  • Edit Order Items Screen
• Order Queue Screen
• Return Screens:
  • Pending Returns
  • Find Return
  • Create Return
  • View and Edit Return
• Mark as Performed Screen

Forecasts

• Forcasts Home Screen
• Find Forcasts Screen
• View Forcast Screen

Marketing

• Create Campaigns Screen
• Find Campaigns Screen
• View Campaign Screen
• Create Contact List Screen
• Find Contact List Screen
• View Contact List Screen
  • Edit Contact List Screen
  • USPS Business Mail Sorting Details Screen
• Survey Results Screen
• Reports Screen

Partners

• Invoice Partners Screen
• Create Partners Screen
• Find Partners Screen
• Create Partner Invoice Screen
• Find Partner Invoice Screen
• Invoice Partners Screen
• Find Partner Agreement Screen
• Create Partner Agreement Screen
• View Partner Agreement Screen
• Partners Home Screen
• Managing Partners

Teams

• Find Teams Screen
• Create Team Screen
• View Team Screen
  • Creating New Team Members
• Add New Team Shortcut