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Getting Started
Tips & Tricks
User's Guide
Community
Integrations and Connections
- How to Sync Your Activities in CRM Calendar and Google Calendar
- Synchronization with Google Calendar
- Synchronization with Google Contacts
- CRM calendar and Outlook 2007 and newest (one-way synchronization)
- CRM calendar and iPhone (one way synchronization)
- CRM Calendar and iCal (one way synchronization)
Calendar
- Calendar
- Calendar view
- Calendar filters
- Unplanned Activities in the Calendar
- Calendar miniature
- Creating Activities in the Calendar
Deals
- Create a Deal
- Deal details
- Deal Action overview
- Deal Stages
- Adding Products to the Deal
- Adding Products to the Deal from the Price List
Analysis
- Pipeline
- Sales Development
- Business Success
- Sales by Products
- Sales by Representatives
- Number of Deals