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CRM

Customer relationship management software.

Industry: Software

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Contributors in CRM

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CRM

Object-level help

Software; CRM

Custom help text that you can provide for any custom object. It displays on custom object record home (overview), detail, and edit pages, as well as list views and related lists.

Article

Software; CRM

Articles capture information about your company's products and services that you want to make available in your knowledge base.

Role

Software; CRM

Assigned responsibility of a user, partner account, or contact for specific accounts and opportunities. Administrators can define user roles in the organisation setup. Individual users can assign ...

Clone

Software; CRM

Clone is the name of a button or link that allows you to create a new item by copying the information from an existing item, for example, a contact or opportunity.

Contract line item

Software; CRM

Contract line items are specific products covered by a service contract. They only display to users on the Contract Line Items related list on service contracts, not contracts.