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From Apps for Creatio
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----2. Contacts | ----2. Contacts | ||
* Name | |||
* Type | |||
* Account (set from the context if there is one) | |||
* Job title | |||
* Mobile Phone | |||
* Email | |||
* Address (Type, Street, City, Region, Zip, Country) | |||
----3. Lead | ----3. Lead | ||
* Customer Need | |||
* Contact (set from the context if there is one) | |||
* Account (set from the context if there is one) | |||
* Lead Type Status | |||
* Comments | |||
----4. Opportunities | ----4. Opportunities | ||
* Account | |||
* Contact | |||
* Title | |||
* Amount | |||
* Due Date | |||
* Description | |||
----5. Case | ----5. Case | ||
* Contact (set from the context if there is one) | |||
* Account (set from the context if there is one) | |||
* Priority | |||
* Category | |||
* Service Item | |||
* Subject | |||
Revision as of 16:23, 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
- Name
- Type
- Account (set from the context if there is one)
- Job title
- Mobile Phone
- Address (Type, Street, City, Region, Zip, Country)
3. Lead
- Customer Need
- Contact (set from the context if there is one)
- Account (set from the context if there is one)
- Lead Type Status
- Comments
4. Opportunities
- Account
- Contact
- Title
- Amount
- Due Date
- Description
5. Case
- Contact (set from the context if there is one)
- Account (set from the context if there is one)
- Priority
- Category
- Service Item
- Subject
