Relationships
This guide walks through each screen in the Relationships menu of the CRM module: Accounts, Contacts, Duplicates, Territories, Assignment Rules, Activities, Channels.
Accounts
Where to find itCRM → Relationships → Accounts & Contacts → Accounts
Detailed steps for this screen are being generated from the running application.
Contacts
Where to find itCRM → Relationships → Accounts & Contacts → Contacts
Detailed steps for this screen are being generated from the running application.
Duplicates
Where to find itCRM → Relationships → Accounts & Contacts → Duplicates
Detailed steps for this screen are being generated from the running application.
Territories
Where to find itCRM → Relationships → Territories & Assignment → Territories
Detailed steps for this screen are being generated from the running application.
Assignment Rules
Where to find itCRM → Relationships → Territories & Assignment → Assignment Rules
Detailed steps for this screen are being generated from the running application.
Activities
Where to find itCRM → Relationships → Activity → Activities
Detailed steps for this screen are being generated from the running application.
Channels
Where to find itCRM → Relationships → Activity → Channels
Detailed steps for this screen are being generated from the running application.