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CRM
Customer relationship management software.
Industry: Software
Add a new termContributors in CRM
CRM
filter condition/criteria
Software; CRM
Condition on particular fields that qualifies items to be included in a list view or report, such as “State equals California.”
forecast category
Software; CRM
Determines the category to which an opportunity is attributed in a forecast. The default category setting for an opportunity is tied to its stage, as set in the Stage picklist. To update the Forecast ...
primary contact
Software; CRM
Field in company information that lists the primary contact for your organization. Also indicates the primary contact associated with an account, contract, or opportunity. Specified as a checkbox in ...