Difference between revisions of "CRMS / SFA Reference Manual"
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==Accounts== | ==Accounts== | ||
| + | |||
| + | *[[My Calendar Screen]] | ||
| + | *[[Create Event Screen]] | ||
| + | *[[Create Task Screen]] | ||
| + | *[[Find Activities Screen]] | ||
| + | *[[Log Email Screen]] | ||
| + | *[[Log Call Screen]] | ||
| + | |||
==Cases== | ==Cases== | ||
==Activities== | ==Activities== | ||
Revision as of 00:32, 17 September 2007
Contents
My Home
Leads
Contacts
- My Contacts Screen
- Create Contact Screen
- Find Contact Screen
- Merge Contacts Screen
- Contact Forms Screen
Accounts
- My Calendar Screen
- Create Event Screen
- Create Task Screen
- Find Activities Screen
- Log Email Screen
- Log Call Screen
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:
