Lookup Section This section includes the fields and descriptions for the Lookup workspaces. Related Topics:Event Flow per Contact Company Single Dialog Workspace Use this workspace to review the event flows that you assigned to the individual contact companies. Event Flow by Contact Person Single Dialog Workspace Use this workspace to review the event flows that you assigned to the individual contact persons. Events per Contact Company Single Dialog Workspace Use this workspace to review completed events or events that are to be performed in connection with a specific contact company. Events per Employee Single Dialog Workspace Use this workspace to review the events that an employee is expected to perform within a specific period. Opportunities by Contact Company Single Dialog Workspace Use this workspace to review the opportunities that you assigned to individual contact companies. Job Events Single Dialog Workspace Use this workspace to review the course of a given job in the format of a list of the events that you assigned to the job. Opportunity Pipeline Single Dialog Workspace Use this workspace to view the details and track your open or closed opportunities. Parent Topic: Contact Management Overview HomeContact Management OverviewLookup Section
Lookup Section This section includes the fields and descriptions for the Lookup workspaces. Related Topics:Event Flow per Contact Company Single Dialog Workspace Use this workspace to review the event flows that you assigned to the individual contact companies. Event Flow by Contact Person Single Dialog Workspace Use this workspace to review the event flows that you assigned to the individual contact persons. Events per Contact Company Single Dialog Workspace Use this workspace to review completed events or events that are to be performed in connection with a specific contact company. Events per Employee Single Dialog Workspace Use this workspace to review the events that an employee is expected to perform within a specific period. Opportunities by Contact Company Single Dialog Workspace Use this workspace to review the opportunities that you assigned to individual contact companies. Job Events Single Dialog Workspace Use this workspace to review the course of a given job in the format of a list of the events that you assigned to the job. Opportunity Pipeline Single Dialog Workspace Use this workspace to view the details and track your open or closed opportunities. Parent Topic: Contact Management Overview HomeContact Management OverviewLookup Section