CRMS / SFA Reference Manual

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Revision as of 15:27, 11 September 2007 by JRZeitlin (talk | contribs) (→‎Leads)
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Contents

  • 1 My Home
  • 2 Leads
  • 3 Contacts
  • 4 Accounts
  • 5 Cases
  • 6 Activities
  • 7 Opportunities
  • 8 Quotes
  • 9 Orders
  • 10 Forecasts
  • 11 Teams

My Home

Leads

  • My Leads Screen
  • View Lead Screen

Contacts

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

Accounts

Cases

Activities

Opportunities

Quotes

  • Viewing a Quote

Orders

Forecasts

Teams

Retrieved from "https://docs.opentaps.org/docs/index.php?title=CRMS_/_SFA_Reference_Manual&oldid=298"

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