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

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1. Account

• Name
• Type
• Industry Id
• Website
• Phone
• Address (Type, Street, City, Region, Zip, Country)
• Contact (Name, Email, Phone)

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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)

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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

Default Stage is set from the lookup "qualifystatus". The first item in this is the default value.

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4. Opportunities

• Contact (set from the context if there is one)
• Account (set from the context if there is one)
• Title
• Amount
• Due Date
• Description

Default Stage is set from the lookup "opportunitystage". The first item in this is the default value.

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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

Default Stage is set from the lookup "casestatus". The first item in this is the default value.