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CRM

Customer relationship management software.

Contributors in CRM

CRM

Organic search lead is a specific lead source indicating that the lead was generated when a user, who arrived at your website by way of an unpaid (organic) listing on a major search engine, filled ...

parent account

Software; CRM

Organization or company that an account is affiliated with or owned by. By specifying a parent for an account, you can get a global view of all parent/subsidiary relationships using the View ...

quantity schedule

Software; CRM

Outlines the dates, number of units (i.e., quantity), and number of installments for billing or shipping a product. Your organization can decide exactly how to use schedules. Available in Enterprise, ...

screen pop

Software; CRM

Page that displays for an inbound call to a Salesforce CRM Call Center.

decimal places

Software; CRM

Parameter for number, currency, and percent custom fields that indicates the total number of digits you can enter to the right of a decimal point, for example, 4. 98 for an entry of 2. Note that the ...

primary partner

Software; CRM

Partner account designated as playing a key role in closing an opportunity. Specified as a checkbox in the Partners related list of an opportunity.

partner accounts

Software; CRM

Partner accounts are Salesforce.com accounts that a channel manager uses to manage partner organizations, partner users, and activities when using the PRM portal or partner portal.