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CRM

Customer relationship management software.

Industry: Software

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CRM

Event

Software; CRM

An event is an activity that has a scheduled time. For example, a meeting, or a scheduled phone call.

An article-type layout enables administrators to create sections that organise the fields on an article, as well as choose which fields users can view and edit. One layout is available per article ...

Approval process

Software; CRM

An approval process is an automated process your organisation can use to approve records in Salesforce. com. An approval process specifies the steps necessary for a record to be approved and who must ...

Event series

Software; CRM

An event series is a group of events that recur with a regular pattern. For example, you may have a weekly meeting with a customer defined as an event series.

Recurring event

Software; CRM

An event that has been created as part of an event series, such as a series of weekly meetings or monthly status reports.

Account team

Software; CRM

An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support representative, or project manager.

Analytic snapshot

Software; CRM

An analytic snapshot enables users to run a tabular or summary report and save the report results to fields on a custom object. With analytic snapshots, users with the appropriate permissions can map ...