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CRM applications
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CRM applications
order
Software; CRM applications
A confirmed request for delivery of goods or services based on specified terms. Basically, an order is a quote that has been accepted by a customer.
organization
Software; CRM applications
In Microsoft CRM, the entity that is internal to the customer relationship management process. The organization is the top level of the Microsoft CRM business hierarchy. The organization can be a ...
price list
Software; CRM applications
A compilation of the specific prices that can be charged for each unit in the unit group of a product. Salespeople use price lists to determine the pricing in a quote for a customer. In addition, a ...
private
Software; CRM applications
A setting that hides an object from all users except the owner of the object and any users who have had the object explicitly shared with them.
process
Software; CRM applications
A definition for an automated workflow consisting of steps, including the actions the workflow should take at each step, and the rules the workflow should use to proceed to the next step.
process template
Software; CRM applications
A process that is not intended to be run, but is used as a starting point to create other processes.
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