Difference between revisions of "CRMS / SFA Reference Manual"
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==Accounts== | ==Accounts== | ||
| − | *[[My Teams' Accounts Screen]] | + | *[[My Accounts/My Teams' Accounts Screen]] |
*[[Add New Account Shortcut]] | *[[Add New Account Shortcut]] | ||
*[[Create Account Screen]] | *[[Create Account Screen]] | ||
Revision as of 16:42, 25 September 2007
Contents
My Home
Leads
- My Leads Screen
- Add New Lead Shortcut
- Create Lead Screen
- Find Leads Screen
- Merge Leads Screen
- View Lead Screen
Contacts
- My Contacts Screen
- Add New Contact Shortcut
- Create Contact Screen
- Find Contact Screen
- View Contact Screen
- Merge Contacts Screen
- Contact Forms Screen
Accounts
- My Accounts/My Teams' Accounts Screen
- Add New Account Shortcut
- Create Account Screen
- Find Accounts Screen
- Merge Accounts Screen
- View Account Screen
Cases
Activities
- My Calendar Screen
- Create Event Screen
- Create Task Screen
- Find Activities Screen
- Activity Details Screen
- Log Task Screen
Opportunities
- My Teams' Opportunity Screen
- Add New Opportunity Shortcut
- Create Opportunity Screen
- Find Opportunity Screen
- View Opportunity Screen
- Create Quote Shortcut
Quotes
Orders
- My Orders Screen
- Create Orders Screen
- Find Orders Screen
- View Order Screen
- Order Queue Screen
- Return Screens:
