10 Terms
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CRM applications
Industry: Software
Add a new termContributors in CRM applications
CRM applications
article
Software; CRM applications
An organized grouping of information, usually about one subject with subtopics.
assign
Software; CRM applications
To specify the owner of a business record, such as an account, contact, or case, or an activity, such as an e-mail message, fax, or phone call. In Microsoft CRM, users can assign cases and activities ...
basic
Software; CRM applications
A privilege level that specifies the user has access to objects the user owns or shares. Basic is the privilege level with the fewest privileges.
team
Software; CRM applications
A group of users who share and collaborate on business records in the system. A team can consist of members who report to a single business unit (such as all sales or all customer service) or members ...
business unit
Software; CRM applications
A unit of the top-level organization. Business units can be parents of other business units (child business units).
child business unit
Software; CRM applications
A business unit that is immediately under another business unit in the business hierarchy of an organization.
business process
Software; CRM applications
A specified sequence of steps required to complete a task, such as completing a contract. A business process can be performed manually or through the use of a workflow rule.
