Contact Management Setup Single Dialog Workspace
Use this workspace to set up default values to be used in the Contact Management module.
For each company, you can set the default values to be used when creating events, event flows, campaigns, and opportunities. You can define default option lists for contact persons and contact companies, and note types for contact persons and contact companies.
- Related Topics:
- Standard Document Archive Setup Tab
This section includes the fields and descriptions for the Standard Document Archive Setup tab. - Contact Management Setup Sub-Tab
This section includes the fields and descriptions for the Contact Management Setup sub-tab.
Parent Topic: Set-Up Section