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CRM - User Guide (Lightning Version)

Created by Samuel KAPINGA, last modified by Camila JIMENEZ SANCHEZ on Feb 22, 2019

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CRM First Steps

Introduction to CRM

Navigation & Chatter

Sales Processes

Account & Contact Management

Visit Report

Opportunity Management

Quote Management

Competitive Insights Management

Account Plan Management

Sales Reporting & Analysis

Lead Management

Contract Management

Service Processes

Complaint Management

Sample Request Management

Customer Request Management

Customer Specific Requirement

Other Processes

Voice of the Customer

Commercial Roadmap

Transactional Pricing

Market Segmentation

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The best way to get IT support is to use the new Service One Platform.