CRMS / SFA Reference Manual
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My Home
Leads
- My Leads Screen
- Add New Lead Shortcut
- Create Lead Screen
- Find Leads Screen
- Merge Leads Screen
- View Lead Screen
- Upload Leads Screen
Contacts
- My Contacts Screen
- Add New Contact Shortcut
- Create Contact Screen
- Find Contact Screen
- View Contact Screen
- Merge Contacts Screen
Accounts
- My Accounts/My Teams' Accounts Screen
- Add New Account Shortcut
- Create Account Screen
- Find Accounts Screen
- Merge Accounts Screen
- Account Details Screen
Cases
- My Cases/My Teams' Cases Screen
- Add New Case Shortcut
- Create Case Screen
- Find Cases Screen
- View Case Screen
Activities
- My Calendar Screen
- Create Event Screen
- Create Task Screen
- Find Activities Screen
- Activity Details Screen
- Log Task Screen
- CRMSFA Activity Security
- Pending Emails Screen
- Write Email Screen
- View Email Screen
Opportunities
- My Opportunities/My Teams' Opportunities Screen
- Add New Opportunity Shortcut
- 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:
- Mark as Performed Screen
Forecasts
Marketing
- Create Campaigns Screen
- Find Campaigns Screen
- View Campaign Screen
- Create Contact List Screen
- Find Contact List Screen
- View Contact List Screen
- Survey Results Screen
- Reports Screen
Partners
- Invoice Partners Screen
- Create Partners Screen
- Find Partners Screen
- Create Partner Invoice Screen
- Find Partner Invoice Screen
- Invoice Partners Screen
- Find Partner Agreement Screen
- Create Partner Agreement Screen
- View Partner Agreement Screen
- Partners Home Screen
- Managing Partners
