CRMS / SFA Reference Manual

Leads

• My Leads Screen
• Create Lead Screen
• Find Leads Screen
• Merge Leads Screen
• View Lead Screen

Contacts

• My Contacts Screen
• Create Contact Screen
• Find Contact Screen
• Merge Contacts Screen
• Contact Forms Screen

Activities

• My Calendar Screen
• Create Event Screen
• Create Task Screen
• Find Activities Screen
• Log Email Screen
• Log Call Screen

Opportunities

• My Teams' Opportunity Screen
• Create Opportunity Screen
• Find Opportunity Screen
• View Opportunity Screen
• Create Quote Shortcut

Quotes

• Viewing a Quote

Orders

• My Orders Screen
  • Create Orders Screen
  • Create New Customer Screen
  • Managing Your Orders
• Edit Order Screen
• Find Orders Screen
• Order Queue Screen
• Order Summary
• Return Screens:
  • Pending Returns
  • Find Return
  • Create Return
  • View and Edit Return