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From Apps for Creatio
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New Screens | New Screens | ||
You can create a new | |||
* Account | |||
* Contact | |||
* Lead | |||
* Opportunity | |||
* Case | |||
Activities (communications like email and phone) are created by filing an email and logging call notes | |||
----1. Account | |||
----2. Contacts | |||
----3. Lead | |||
----4. Opportunities | |||
----5. Case | |||
Revision as of 12:24, 4 November 2024
New Screens
You can create a new
- Account
- Contact
- Lead
- Opportunity
- Case
Activities (communications like email and phone) are created by filing an email and logging call notes
1. Account
2. Contacts
3. Lead
4. Opportunities
5. Case
