Difference between revisions of "CRMS / SFA Reference Manual"
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Jump to navigationJump to search (→Orders) |
(→Contacts) |
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| Line 14: | Line 14: | ||
*[[Create Contact Screen]] | *[[Create Contact Screen]] | ||
*[[Find Contact Screen]] | *[[Find Contact Screen]] | ||
| + | *[[View Contact Screen]] | ||
*[[Merge Contacts Screen]] | *[[Merge Contacts Screen]] | ||
*[[Contact Forms Screen]] | *[[Contact Forms Screen]] | ||
| − | |||
==Accounts== | ==Accounts== | ||
Revision as of 03:34, 19 September 2007
Contents
My Home
Leads
Contacts
- My Contacts Screen
- Create Contact Screen
- Find Contact Screen
- View Contact Screen
- Merge Contacts Screen
- Contact Forms Screen
Accounts
Cases
Activities
- Activity Details Screen
- My Calendar Screen
- Create Event Screen
- Create Task Screen
- Find Activities Screen
- Log Task Screen
Opportunities
- My Teams' Opportunity Screen
- 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:
