Form - Prebuild - CRM & Pipeline
Contents
1 Overview
This prebuild will create four forms, link them and create appropriate dashboards and worklists for their use and management.
This structure becomes 4 very user friendly forms which are fully preconfigured for convenience.
| Company | Contact | Opportunity | BEmail |
|---|---|---|---|
| Stores all the company details | Stores personal details of people who work in companies | Stores opportunities linked to Companies and Contacts | Stores incoming emails from Contacts |
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2 Forms
2.1 Company
When created this will get the first of the four Ids allocated.
For more information on the fields and structure of this form Form_-_Prebuild_-_Company
2.2 Contact
When created this will get the second of the four Ids allocated.
For more information on the fields and structure of this form Form_-_Prebuild_-_Contact
2.3 Opportunity
When created this will get the third of the four Ids allocated.
For more information on the fields and structure of this form Form_-_Prebuild_-_Opportunity
2.4 BEmail
When created this will get the fourth of the four Ids allocated.
For more information on the fields and structure of this form Form_-_Prebuild_-_BEmail