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CRM

Customer relationship management software.

Contributors in CRM

CRM

Archived articles were published but later removed from public visibility. Article managers can view and manage archived articles on the Article Management tab, but archived articles are not visible ...

article

Software; CRM

Articles capture information about your company's products and services that you want to make available in your knowledge base.

role

Software; CRM

Assigned responsibility of a user, partner account, or contact for specific accounts and opportunities. Administrators can define user roles in the organization setup. Individual users can assign ...

standard price book

Software; CRM

Automatically generated price book containing all your products and their standard prices.

sharing model

Software; CRM

Behavior defined by your administrator that determines default access by users to different types of records.

function

Software; CRM

Built-in formulas that you can customize with input parameters. For example, the DATE function creates a date field type from a given year, month, and day.

pipeline

Software; CRM

Calculated amount of open opportunities that have a close date within the quarter. Displays on forecast detail and edit pages. For managers, this amount includes open opportunities for them and their ...