Difference between revisions of "CRMS / SFA Reference Manual"
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==Activities== | ==Activities== | ||
==Opportunities== | ==Opportunities== | ||
| + | |||
| + | *[[My Teams' Opportunity Screen]] | ||
| + | *[[Create Opportunity Screen]] | ||
| + | *[[Find Opportunity Screen]] | ||
| + | *[[Create Quote Screen]] | ||
| + | |||
==Quotes== | ==Quotes== | ||
*[[Viewing a Quote]] | *[[Viewing a Quote]] | ||
Revision as of 23:31, 15 September 2007
Contents
My Home
Leads
Contacts
- My Contacts Screen
- Create Contact Screen
- Find Contact Screen
- Merge Contacts Screen
- Contact Forms Screen
Accounts
Cases
Activities
Opportunities
Quotes
Orders
- My Orders Screen
- Edit Order Screen
- Find Order Screen
- Order Queue Screen
- Order Summary
- Return Screens:
