Difference between revisions of "Form - Prebuild - CRM & Pipeline"
From All n One's bxp software Wixi
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This prebuild will create four forms, link them and create appropriate dashboards and worklists for their use and management. | This prebuild will create four forms, link them and create appropriate dashboards and worklists for their use and management. | ||
| + | [[File:prebuild_crm_005.png]] | ||
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| + | This structure becomes 4 very user friendly forms which are fully preconfigured for convenience. | ||
{| class=wikitable | {| class=wikitable | ||
Revision as of 23:41, 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.
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
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)
