INTROcrm.com » 2009 » February

February 06, 2009

Sales Activities

Posted by: admin : Category: Task management, Time Management, email, target marketing

Activities

Schedule Call
Schedule Meeting
Create Task
Create Note or Attachment
Create Archived Email
Calls
Meetings
Tasks
Notes
Emails
Today
Import

Emails

My Email
My Archives
Create Archived Email
Create Email Template
All Emails
Email Templates

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February 06, 2009

Sales Development

Posted by: admin : Category: Accounts, Contacts, Introductions, Opportunities, Referrals, leads

Contacts

Create Contact
Enter Business Card
Create From vCard
Contacts
Import

Accounts

Create Account
Accounts
Import

INTROs

Create Lead
Create From vCard
Leads
Import

Opportunities

Create Opportunity
Opportunities
Import

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February 05, 2009

Projects and Docs

Posted by: admin : Category: Document management, Issues Resolution, Project Management

Projects

Create Project
Project List
Project Tasks

Issues

Create Case
Cases
Import

Documents

Create Document
Documents List

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February 05, 2009

Marketing

Posted by: admin : Category: Marketing

Marketing

Campaign Wizard
Create Campaign (Classic)
Campaigns
Newsletters
Create Target List
Target Lists
Create Target
Targets
Import Targets
Create Email Template
Email Templates
Email Setup
Diagnostics
Create Lead Form

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