New: Difference between revisions
From Apps for Creatio
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----1. Account | ----1. Account | ||
* Name | |||
* Type | |||
* Industry Id | |||
* Website | |||
* Phone | |||
* Address (Type, Street, City, Region, Zip, Country) | |||
* Contact (Name, Email, Phone) | |||
----2. Contacts | ----2. Contacts | ||
Revision as of 16:18, 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
- Name
- Type
- Industry Id
- Website
- Phone
- Address (Type, Street, City, Region, Zip, Country)
- Contact (Name, Email, Phone)
2. Contacts
3. Lead
4. Opportunities
5. Case
