CRM This section covers conceptual information, procedures, and field descriptions for all CRM-related workspaces. Related Topics:Contact Companies Use this workspace to create and maintain information about your contact companies, such as their business details. Opportunities Use this workspace to manage your company's sales opportunities. Pipeline This workspace shows key numbers from your opportunities, such as your sales estimate for specific periods. Parent Topic: Web Client HomeMaconomy User Guides Web ClientCRM
CRM This section covers conceptual information, procedures, and field descriptions for all CRM-related workspaces. Related Topics:Contact Companies Use this workspace to create and maintain information about your contact companies, such as their business details. Opportunities Use this workspace to manage your company's sales opportunities. Pipeline This workspace shows key numbers from your opportunities, such as your sales estimate for specific periods. Parent Topic: Web Client HomeMaconomy User Guides Web ClientCRM