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CRM

Customer relationship management software.

Industry: Software

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CRM

Tag
Software; CRM

In Salesforce. com, a word or short phrases that users can associate with most records to describe and organise their data in a personalised way. Administrators can enable tags for accounts, ...

Matrix report
Software; CRM

Matrix reports are similar to summary reports, but allow you to group and summarise data by both rows and columns. They can be used as the source report for dashboard components. Use this type for ...

Milestone actions
Software; CRM

Milestone actions are time-dependent, workflow actions that occur at every step (milestone) in an entitlement process. Examples of milestone actions include sending email alerts to specified users an ...

Custom s-control
Software; CRM

Note: S-controls have been superseded by Visualforce pages. After March 2010 organisations that have never created s-controls, as well as new organizations, won't be allowed to create them. Existing ...

S-control
Software; CRM

Note: S-controls have been superseded by Visualforce pages. After March 2010 organisations that have never created s-controls, as well as new organizations, won't be allowed to create them. Existing ...

Task
Software; CRM

Assigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval ...

Convert
Software; CRM

Button or link that allows you to change a qualified lead into an account, contact, and, optionally, an opportunity. Information from the lead fields is transferred into the appropriate account, ...

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