New

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