Business Development Basics

The Business Development workspace is designed to be simple to learn and simple to use. In a very short time, you will know your way around and be ready to use it to manage your pursuit of business opportunities.

This section of help for the Business Development workspace covers some basic tasks: selecting records, adding and editing records, saving your work, and so on.

Related topics:

  • The Business Development Workspace
    The Business Development workspace consists of a set of main "areas," and each area has a summary section and tabs for entering and displaying data.
  • How to...
    As you use the Business Development workspace, you will perform some basic tasks that apply to more than one area of the workspace.
  • Fields and Options
    Use the fields and options on these dialog boxes to perform basic tasks in the Business Development workspace.
Parent Topic: Business Development Workspace