CRMS / SFA Reference Manual

Leads

• My Leads Screen

• View Lead Screen

Contacts

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

Opportunities

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

Quotes

• Viewing a Quote

Orders

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