Archives for July 2009

Dashboard

Dashboard

Quickly view graphs and charts that breakdown leads, history, milestones and more

685 views

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Opportunity Categories

Opportunity Categories

Configure the categories available for your lead opportunities

812 views

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My Profile

My Profile

Manage your user profile, including timezone, password, and email address

700 views

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Managing Users

Managing Users

Creating and modifying users in the system

568 views

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Setting Up Lead Milestones

Setting Up Lead Milestones

Creating and modifying sales process milestones

595 views

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Updating a Lead Milestone

Updating a Lead Milestone

Setting a lead to milestone

626 views

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Add Lead Log History

Add Lead Log History

Add a new log entry for a lead

719 views

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