Customer/Access | Business Lead/Access | Business Opportunity/Access | Business Activity/Access | Marketing Campaign/Access | Business Mail/Access | Sales Quotation/Access | Customer Order/Access

[About Business Lead] [About Business Opportunity] [About Business Activity] [About Sales Quotation] [About CRM Access]

[To Sales Lead Management] [To Business Opportunity Management] [To Marketing Campaign Management] [To Account and Business Activity Management] [To Customer Management]

Usage

Use this tab to define/view access settings for the customer, business lead, business opportunity, business activity, marketing campaign, business mail, sales quotation or the customer order.

For the description of each tab in the window, follow the appropriate link: Group, User, Shared and All.

Activity Diagrams

Manage Business Lead
Enter Business Opportunity
Enter and Handle Business Activity
Enter Marketing Campaign
Execute Marketing Campaign
Analyze and Complete Marketing Campaign
Mail Merge
Manage E-Mail Add-In
Enter Sales Quotation
CRM Settings

Activities

Share Access
View Access Details