Difference between revisions of "CRMS / SFA Reference Manual"
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| Line 4: | Line 4: | ||
*[[My Home Screen]] | *[[My Home Screen]] | ||
| + | *[[CRMSFA Dashboard]] | ||
| + | *[[Custom Fields]] | ||
==Leads== | ==Leads== | ||
| Line 13: | Line 15: | ||
*[[View Lead Screen]] | *[[View Lead Screen]] | ||
**[[Convert Lead Screen]] | **[[Convert Lead Screen]] | ||
| + | *[[Upload Leads Screen]] | ||
==Contacts== | ==Contacts== | ||
| Line 22: | Line 25: | ||
*[[View Contact Screen]] | *[[View Contact Screen]] | ||
*[[Merge Contacts Screen]] | *[[Merge Contacts Screen]] | ||
| − | |||
==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]] | ||
*[[Find Accounts Screen]] | *[[Find Accounts Screen]] | ||
*[[Merge Accounts Screen]] | *[[Merge Accounts Screen]] | ||
| − | *[[ | + | *[[Account Details Screen]] |
==Cases== | ==Cases== | ||
| − | *[[My Teams' Cases Screen]] | + | *[[My Cases/My Teams' Cases Screen]] |
*[[Add New Case Shortcut]] | *[[Add New Case Shortcut]] | ||
*[[Create Case Screen]] | *[[Create Case Screen]] | ||
| Line 43: | Line 45: | ||
==Activities== | ==Activities== | ||
| − | |||
*[[My Home Screen|My Calendar Screen]] | *[[My Home Screen|My Calendar Screen]] | ||
*[[Create Event Screen]] | *[[Create Event Screen]] | ||
*[[Create Task Screen]] | *[[Create Task Screen]] | ||
*[[Find Activities Screen]] | *[[Find Activities Screen]] | ||
| + | *[[Activity Details Screen]] | ||
*[[Log Task Screen]] | *[[Log Task Screen]] | ||
| + | *[[CRMSFA Activity Security]] | ||
| + | *[[Pending Emails Screen]] | ||
| + | *[[Write Email Screen]] | ||
| + | *[[View Email Screen]] | ||
==Opportunities== | ==Opportunities== | ||
| − | *[[My Teams' | + | *[[My Opportunities/My Teams' Opportunities Screen]] |
*[[Add New Opportunity Shortcut]] | *[[Add New Opportunity Shortcut]] | ||
*[[Create Opportunity Screen]] | *[[Create Opportunity Screen]] | ||
*[[Find Opportunity Screen]] | *[[Find Opportunity Screen]] | ||
*[[View Opportunity Screen]] | *[[View Opportunity Screen]] | ||
| + | **[[Edit Opportunity Screen]] | ||
*[[Create Quote Shortcut]] | *[[Create Quote Shortcut]] | ||
==Quotes== | ==Quotes== | ||
| + | |||
| + | *[[My Quotes Screen]] | ||
| + | *[[Find Quotes Screen]] | ||
| + | *[[Edit Quote Screen]] | ||
*[[Viewing a Quote]] | *[[Viewing a Quote]] | ||
| + | *[[Finalize Quote Screen]] | ||
| + | |||
==Orders== | ==Orders== | ||
*[[My Orders Screen]] | *[[My Orders Screen]] | ||
*[[Create Orders Screen CRMSFA|Create Orders Screen]] | *[[Create Orders Screen CRMSFA|Create Orders Screen]] | ||
| + | **[[Add Items to Order]] | ||
**[[Create New Customer Screen]] | **[[Create New Customer Screen]] | ||
**[[Finalize Order Screen]] | **[[Finalize Order Screen]] | ||
| Line 77: | Line 91: | ||
**[[Create Return]] | **[[Create Return]] | ||
**[[View and Edit Return]] | **[[View and Edit Return]] | ||
| + | *[[Mark as Performed Screen]] | ||
==Forecasts== | ==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== | ==Teams== | ||
| + | |||
| + | *[[Find Teams Screen]] | ||
| + | *[[Create Team Screen]] | ||
| + | *[[View Team Screen]] | ||
| + | **[[Creating New Team Members]] | ||
| + | *[[Add New Team Shortcut]] | ||
Latest revision as of 17:47, 25 August 2010
Contents
My Home
Leads
- My Leads Screen
- Add New Lead Shortcut
- Create Lead Screen
- Find Leads Screen
- Merge Leads Screen
- View 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
- Create Quote Shortcut
Quotes
Orders
- My Orders Screen
- Create Orders Screen
- Find Orders Screen
- View Order Screen
- Order Queue Screen
- Return Screens:
- Mark as Performed Screen
Forecasts
Marketing
- Create Campaigns Screen
- Find Campaigns Screen
- View Campaign Screen
- Create Contact List Screen
- Find Contact List Screen
- View Contact List 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
