CRM Submenu
Use the workspaces under this submenu to create and manage event flow types, event plans, and opportunity types, and maintain CRM-related system parameters and popup fields.
- Related Topics:
- Event Flow Types
Use this workspace to create and update event flow types that contain template information for event flows. - Event Plans
Use this workspace to view and create event plans. - Opportunity Types
Use this workspace to create opportunity types. - Contact Management Setup
Use this workspace to configure the CRM module globally or by company. - System Setup Submenu
Use the workspaces under this submenu to maintain CRM-related system parameters and popup fields. - Deltek CRM Integration Submenu
Use the workspaces under this submenu to maintain and update Deltek CRM integration-related country mappings, dimensions, and system parameters.
Parent Topic: Setup