Crm

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Saravana Pandian Relationships Transaction History Fields Dashboard Report Tax and Discount Web to lead Web to Ticket Dropbox User Groups Campaign Custom view APPS - Mvayoo Vikranth Automation Tools Field Mapping Import History User Profile User Roles Menu Editor Support Email template APPS – Primary - mandrill kartrocket Secondary - mvayoo Sarankumar Sign up Payments Print Option Portal Settings Payment History Sales order Settings

description

CRM user document

Transcript of Crm

Page 1: Crm

Saravana Pandian

Relationships Transaction History Fields Dashboard Report Tax and Discount Web to lead Web to Ticket Dropbox User Groups Campaign Custom view

APPS - Mvayoo

Vikranth

Automation Tools Field Mapping Import History User Profile User Roles Menu Editor Support Email template

APPS – Primary - mandrill kartrocket

Secondary - mvayoo

Sarankumar

Sign up Payments Print Option Portal Settings Payment History Sales order Settings Activities Customer Self Service Module Creation Collaborate

Page 2: Crm

APPS – Primary – Exotel and Knowlarity

Secondary - mvayoo