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CRM

Customer relationship management software.

Industry: Software

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Contributors in CRM

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CRM

Function

Software; CRM

Built-in formulas that you can customise with input parameters. For example, the DATE function creates a date field type from a given year, month, and day.

Calculated amount of open opportunities that have a close date within the quarter. Displays on forecast detail and edit pages. For managers, this amount includes open opportunities for them and their ...

Field-level help

Software; CRM

Custom help text that you can provide for any standard or custom field. It displays when users hover a mouse over the help icon adjacent to that field.