From CommenceCRM-Help
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 20: | Line 20: | ||
| <font face="arial" size="2" color="blue">'''Home Icon'''</font> || Your '''Home''' button is an icon at the far left of the module tabs that has an image of a small house. You may click on this button at any time to go to your CRM Dashboard. | | <font face="arial" size="2" color="blue">'''Home Icon'''</font> || Your '''Home''' button is an icon at the far left of the module tabs that has an image of a small house. You may click on this button at any time to go to your CRM Dashboard. | ||
|- | |- | ||
− | |<font face="arial" size="2" color="blue">''' | + | |<font face="arial" size="2" color="blue">'''Accounts'''</font> || The '''Accounts''' module provides detailed information about '''accounts''', '''contacts''', and '''teams'''. An account is any entity with which you do business or may wish to do business. A contact is an individual associated with an account. Information includes name, address, telephone, fax, email, primary contact, etc. Teams allow multiple people to be assigned to accounts, sales opportunities, leads, or projects. |
|- | |- | ||
| <font face="arial" size="2" color="blue">'''Email'''</font> || The premium '''Email''' module is a full-function email system which provides all the basic email operations such as read, reply, forward, delete, creating folders, and sending attachments. | | <font face="arial" size="2" color="blue">'''Email'''</font> || The premium '''Email''' module is a full-function email system which provides all the basic email operations such as read, reply, forward, delete, creating folders, and sending attachments. |