Set-Up Section This section includes the fields and descriptions for the Set-Up workspaces. Related Topics:Contact Companies Single Dialog Workspace Use this workspace to enter and maintain file information about contact companies. Contact Company Employees Single Dialog Workspace Use this workspace to associate employees with a contact company. Contact Company Addresses Single Dialog Workspace Use this workspace to enter an unlimited number of addresses for a contact company. Contact Company Targeting Codes Single Dialog Workspace Use this workspace to assign targeting codes to a contact company. Contact Persons Single Dialog Workspace Use this workspace to enter and maintain information about contact persons. Contact Person Targeting Codes Single Dialog Workspace Use this workspace to view information about contact person targeting codes. Contact Group Types Single Dialog Workspace Use this workspace to create contact group types that contain template information for contact groups. Contact Groups Single Dialog Workspace Use this workspace to create and maintain contact groups. Event Flow Types Single Dialog Workspace Use this workspace to create event flow types that contain template information for event flows. Event Plans Single Dialog Workspace Use this workspace to create the event plans that support the planned course of events in campaigns, based on different scenarios. Opportunity Types Single Dialog Workspace Use this workspace to create opportunity types. An opportunity type is a template for opportunities that you create in the Opportunities workspace. Targeting Codes Single Dialog Workspace Use this workspace to create targeting codes and assign contacts to them. Contacts can be either contact persons or contact companies. Update Responsible Employee Single Dialog Workspace Use this workspace to update the responsible employee on a group of CRM entries by entering selection criteria and a new responsible employee and then using the Update action. Contact Management Setup Single Dialog Workspace Use this workspace to set up default values to be used in the Contact Management module. Parent Topic: Contact Management Overview HomeContact Management OverviewSet-Up Section
Set-Up Section This section includes the fields and descriptions for the Set-Up workspaces. Related Topics:Contact Companies Single Dialog Workspace Use this workspace to enter and maintain file information about contact companies. Contact Company Employees Single Dialog Workspace Use this workspace to associate employees with a contact company. Contact Company Addresses Single Dialog Workspace Use this workspace to enter an unlimited number of addresses for a contact company. Contact Company Targeting Codes Single Dialog Workspace Use this workspace to assign targeting codes to a contact company. Contact Persons Single Dialog Workspace Use this workspace to enter and maintain information about contact persons. Contact Person Targeting Codes Single Dialog Workspace Use this workspace to view information about contact person targeting codes. Contact Group Types Single Dialog Workspace Use this workspace to create contact group types that contain template information for contact groups. Contact Groups Single Dialog Workspace Use this workspace to create and maintain contact groups. Event Flow Types Single Dialog Workspace Use this workspace to create event flow types that contain template information for event flows. Event Plans Single Dialog Workspace Use this workspace to create the event plans that support the planned course of events in campaigns, based on different scenarios. Opportunity Types Single Dialog Workspace Use this workspace to create opportunity types. An opportunity type is a template for opportunities that you create in the Opportunities workspace. Targeting Codes Single Dialog Workspace Use this workspace to create targeting codes and assign contacts to them. Contacts can be either contact persons or contact companies. Update Responsible Employee Single Dialog Workspace Use this workspace to update the responsible employee on a group of CRM entries by entering selection criteria and a new responsible employee and then using the Update action. Contact Management Setup Single Dialog Workspace Use this workspace to set up default values to be used in the Contact Management module. Parent Topic: Contact Management Overview HomeContact Management OverviewSet-Up Section