Web LSI/CG Business Solutions Template Guide

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CRM base

Here you can know the basic settings required for Business solution template.

Below are the topics that guides you through the basic configurations and settings for business solution template:

Customer Base (CRM #70000010)
Learn to set up basic customer configuration.
Customer Profile (CRM #70000070)
Learn to set up customer profile.
Relationship Management (CRM #50001400)
Learn to create relationships between info areas and list them.
Tasks (A1) (CRM #1500?)
Find the list of buttons, filters and triggers for task.
Activity and Time Management Activities (CRM #11001)
Learn to manage activity and time and plan witsit wit map support.
Occupation Management Process
Learn to manage occupation.

CRM base

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