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CRM

Customer relationship management software.

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CRM

presentation assembly

Software; CRM

A Salesforce CRM Content feature that allows you to create a custom Microsoft PowerPoint® presentation by searching for and previewing slides, then easily assembling them in whatever sequence you ...

Salesforce CRM call center

Software; CRM

A Salesforce.com feature that seamlessly integrates Salesforce.com with third-party computer-telephony integration (CTI) systems.

A selection in the Report Wizard that allows you to define the report criteria from which users can run and create custom reports. For example, you may want users to run and customize reports based ...

task

Software; CRM

Assigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval ...

convert

Software; CRM

Button or link that allows you to change a qualified lead into an account, contact, and, optionally, an opportunity. Information from the lead fields is transferred into the appropriate account, ...

category, ideas

Software; CRM

Categories are administrator-defined values that help organize ideas into logical sub-groups within a community. The View Category drop-down list on the Ideas tab allows users to filter ideas by ...

chatter group

Software; CRM

Chatter groups let you share information with specific people. For example, if you're working on a project and want to share information only with your team members, you can create a Chatter group ...