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CRM

Customer relationship management software.

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CRM

contract

Software; CRM

A written agreement defining the terms of doing business between two or more parties.

Amount entered in a forecast that an individual salesperson is reasonably confident of closing in a particular month or quarter. For managers, this should equal the amount that they and their team ...

account team

Software; CRM

An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support representative, or project manager.

analytic snapshot

Software; CRM

An analytic snapshot enables users to run a tabular or summary report and save the report results to fields on a custom object. With analytic snapshots, users with the appropriate permissions can map ...

approval process

Software; CRM

An approval process is an automated process your organization can use to approve records in Salesforce. com. An approval process specifies the steps necessary for a record to be approved and who must ...

article-type layout

Software; CRM

An article-type layout enables administrators to create sections that organize the fields on an article, as well as choose which fields users can view and edit. One layout is available per article ...