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Using Activities
... Using Activities Displaying Activities Activities that have already been created can be accessed from within the record they're related to and are ...
Supply Schemes
... Supply Schemes A Supply Scheme enables you to set a range of standard costs for a Product from a specific supplier. The ability to set multiple costs for ...
Campaign Membership
... Campaign Membership Tracking and managing members ( People , Leads or Organisations ) that are being targeted by a specific Marketing Campaign ...
User Groups
... User Groups The ability to carry out certain tasks and access specific areas of Workbooks is controlled by the Capabilities granted to a user. If a user d ...
Converting Leads
... Converting Leads Leads usually consist of information about a Person (or people), an Organisation and, potentially, a sales Opportunity . ...
Improving Usability
I use the Activity record to keep a continuing note of my interactions with prospects. During these interactions - usually on the phone - I often gather new or revised information about the person I am speaking to (the employee) or their organisation (t ...