Difference between revisions of "CRMS / SFA Reference Manual"
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Jump to navigationJump to search (→Contacts) |
(→Accounts) |
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| Line 26: | Line 26: | ||
*[[My Teams' Accounts Screen]] | *[[My Teams' Accounts Screen]] | ||
| + | *[[Add New Account Shortcut]] | ||
*[[Create Account Screen]] | *[[Create Account Screen]] | ||
*[[Find Accounts Screen]] | *[[Find Accounts Screen]] | ||
*[[Merge Accounts Screen]] | *[[Merge Accounts Screen]] | ||
| + | *[[View Account Screen]] | ||
==Cases== | ==Cases== | ||
Revision as of 16:02, 25 September 2007
Contents
My Home
Leads
Contacts
- My Contacts Screen
- Add New Contact Shortcut
- Create Contact Screen
- Find Contact Screen
- View Contact Screen
- Merge Contacts Screen
- Contact Forms Screen
Accounts
- My Teams' Accounts Screen
- Add New Account Shortcut
- Create Account Screen
- Find Accounts Screen
- Merge Accounts Screen
- View Account Screen
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:
