Concerned profiles
"ALL"
Supported features |
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Table of content
Account / Contact | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Create / Edit • Request Coporate Group Creation • Associate Account Plan • Manage Account Team (add Members) • Create Activities (Task/Event) • Create a Sample Request • Create a New Customer Request • Create a Contact from an Account • Create a Visit Report • Log a Call • Clone a Contact • Associate a Contact to a Product |
Opportunities | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Create / Edit • Create a Visit Report from an Opportunity • Create a Cross BU Lead • Add Involved Accounts/Contacts • Manage Opportunity Team • Associate an existing Visit Report |
Quote | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Create / Edit / Clone • Submit for approval |
Visit Report | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Create / Edit • Send Visit Report Internally • Sent Visit Report to Customer |
Account plan | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Create / Edit • Create Milestones |
Cross BU Lead | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Create / Edit • Create Milestones |
Competitor | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Create / Edit / Clone • Create Competitor |
Contract | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Create / Edit / Clone • Submit for approval |
Complaint / Sample Request / Customer Request | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
• Read only • Collaboration with Chatter • Create a Sample Request from an Account • Create a Customer Request from an Account
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