Difference between revisions of "Form - Prebuild - CRM & Pipeline"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) |
Philip Lacey (talk | contribs) |
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= Overview = | = Overview = | ||
| + | This prebuild will create four forms, link them and create appropriate dashboards and worklists for their use and management. | ||
| − | |||
| − | + | {| class=wikitable | |
| − | + | ! 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 | ||
| + | |- | ||
| + | | [[File:prebuild_crm_001.png|200px]] | ||
| + | | [[File:prebuild_crm_002.png|200px]] | ||
| + | | [[File:prebuild_crm_003.png|200px]] | ||
| + | | [[File:prebuild_crm_004.png|200px]] | ||
| + | |- | ||
| + | |} | ||
| Line 16: | Line 31: | ||
== Opportunity == | == Opportunity == | ||
| − | == | + | == BEmail == |
| − | == Worklists == | + | |
| + | = Dashboards = | ||
| + | |||
| + | = Worklists = | ||
| + | |||
| + | |||
| + | = Video = | ||
| + | |||
| + | This prebuild can be viewed in action here (link coming soon) | ||
| + | |||
| + | {{#ev:youtube|https://www.youtube.com/watch?v=m8c1CAT2zEI}} | ||
[[Category:Module Specific:Form Management]] | [[Category:Module Specific:Form Management]] | ||
Revision as of 23:31, 27 September 2017
Contents
1 Overview
This prebuild will create four forms, link them and create appropriate dashboards and worklists for their use and management.
| 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 |
|
|
|
|
2 Forms
2.1 Company
2.2 Contact
2.3 Opportunity
2.4 BEmail
3 Dashboards
4 Worklists
5 Video
This prebuild can be viewed in action here (link coming soon)
