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Module SALE by Mind Map: Module SALE

1. My Work

1.1. Dashboards

1.1.1. Save As

1.1.2. New

1.1.3. Set as Default

1.1.4. Refresh All

1.2. What's New

1.2.1. New Activity

1.2.1.1. Task

1.2.1.2. Fax

1.2.1.3. Phone Call

1.2.1.4. Email

1.2.1.5. Letter

1.2.1.6. Appointment

1.2.1.7. Service Activity

1.2.1.8. Campaign Response

1.2.1.9. Recurring Appointment

1.2.2. New Record

1.2.2.1. Account

1.2.2.2. Contact

1.2.2.3. Lead

1.2.2.4. Opportunity

1.2.2.5. Competitor

1.2.2.6. Quote

1.2.2.7. Order

1.2.2.8. Invoice

1.2.2.9. Product

1.2.2.10. Sales Literature

1.2.2.11. Marketing List

1.2.2.12. Goal

1.2.2.13. Goal Metric

1.2.2.14. Rollup Query

1.2.2.15. Report

1.2.2.16. Case

1.2.2.17. Article

1.2.2.18. Contract

1.2.2.19. Service

1.2.2.20. Campaign

1.2.3. Import Data

1.3. Activities

1.3.1. Task

1.3.2. Email

1.3.3. Appointment

1.3.3.1. Apointment

1.3.3.2. Recurring Appointment

1.3.4. Phone Call

1.3.5. Letter

1.3.6. Fax

1.3.7. Service Activity

1.3.8. Campaign Response

1.3.9. Delete

1.3.9.1. Delete

1.3.9.2. Bulk Delete

2. Customers

2.1. Accounts

2.1.1. New

2.1.2. Delete

2.1.2.1. Delete

2.1.2.2. Bulk Delete

2.1.3. Email a link

2.1.3.1. Email a link

2.1.3.2. Of Current View

2.1.4. Run Report

2.1.4.1. Run on Selected Records

2.1.4.1.1. Account Overview

2.1.4.1.2. Account Summary

2.1.4.1.3. Products By Account

2.1.4.2. Run on All Records

2.1.4.2.1. Sales History

2.1.5. Excel Templates

2.1.5.1. Create Excel Template

2.1.6. Export To Excel

2.1.6.1. Static Worksheet

2.1.6.2. Dynamic Worksheet

2.1.6.3. Dynamic PivotTable

2.1.7. Import Data

2.1.7.1. Import Data

2.1.7.2. Download Template for Import Data

2.1.8. Chart Pane

2.1.8.1. Right

2.1.8.2. Top

2.1.8.3. Off

2.1.9. View

2.1.10. New System View

2.1.11. Customize Entity

2.1.12. System Views

2.2. Contacts

2.2.1. New

2.2.2. Delete

2.2.2.1. Delete

2.2.2.2. Bulk Delete

2.2.3. Email a link

2.2.3.1. Email a link

2.2.3.2. Of Current View

2.2.4. Run Report

2.2.4.1. Run on Selected Records

2.2.4.1.1. Products By Contact

2.2.4.2. Run on All Records

2.2.4.2.1. Sales History

2.2.5. Excel Templates

2.2.5.1. Create Excel Template

2.2.6. Export to Excel

2.2.6.1. Static Worksheet

2.2.6.2. Dynamic Worksheet

2.2.6.3. Dynamic PivotTable

2.2.7. Import Data

2.2.7.1. Import Data

2.2.7.2. Download Template for Import

2.2.8. Chart Pane

2.2.8.1. Off

2.2.8.2. Right

2.2.8.3. Top

2.2.9. View

2.2.10. New System View

2.2.11. Customize Entity

2.2.12. System Views

3. Sales

3.1. Leads

3.1.1. New

3.1.2. Delete

3.1.2.1. Delete

3.1.2.2. Bulk Delete

3.1.3. Email a Link

3.1.3.1. Email a Link

3.1.3.2. Of Current View

3.1.4. Run Report

3.1.4.1. Run on Selected Records

3.1.4.1.1. Lead Source Effectiveness

3.1.4.1.2. Neglected Leads

3.1.5. Excel Templates

3.1.5.1. Create Excel Template

3.1.6. Export to Excel

3.1.6.1. Static Worksheet

3.1.6.2. Dynamic Worksheet

3.1.6.3. Dynamic Pivot Table

3.1.7. Import Data

3.1.7.1. Import Data

3.1.7.2. Download Template for Import

3.1.8. Chart Pane

3.1.8.1. Off

3.1.8.2. Right

3.1.8.3. Top

3.1.9. View

3.1.10. New System View

3.1.11. Customize Entity

3.1.12. System Views

3.2. Opportunities

3.2.1. New

3.2.2. Delete

3.2.2.1. Delete

3.2.2.2. Bulk Delete

3.2.3. Email a Link

3.2.3.1. Email a Link

3.2.3.2. Of Current View

3.2.4. Run Report

3.2.4.1. Run on Selected Records

3.2.4.1.1. Activities

3.2.4.1.2. Competitor Win Loss

3.2.4.1.3. Lead Source Effectiveness

3.2.4.1.4. Sales Pipeline

3.2.5. Excel Templates

3.2.5.1. Create Excel Template

3.2.5.2. Pipeline Management

3.2.6. Export to Excel

3.2.6.1. Static Worksheet

3.2.6.2. Dynamic Worksheet

3.2.6.3. Dynamic Pivot Table

3.2.7. Import Data

3.2.7.1. Import Data

3.2.7.2. Download Template for Import

3.2.8. Chart Pane

3.2.8.1. Off

3.2.8.2. Right

3.2.8.3. Top

3.2.9. View

3.2.10. New System View

3.2.11. Customize Entity

3.2.12. System Views

3.3. Competitors

3.3.1. New

3.3.2. Delete

3.3.2.1. Delete

3.3.2.2. Bulk Delete

3.3.3. Email a Link

3.3.3.1. Email a Link

3.3.3.2. Of Current View

3.3.4. Run Report

3.3.4.1. Run on Selected Records

3.3.4.1.1. Competitor Win Loss

3.3.5. Excel Templates

3.3.5.1. Create Excel Template

3.3.5.2. Pipeline Management

3.3.6. Export to Excel

3.3.6.1. Static Worksheet

3.3.6.2. Dynamic Worksheet

3.3.6.3. Dynamic Pivot Table

3.3.7. Import Data

3.3.7.1. Import Data

3.3.7.2. Download Template for Import

3.3.8. Chart Pane

3.3.8.1. Off

3.3.8.2. Right

3.3.8.3. Top

3.3.9. View

3.3.10. New System View

3.3.11. Customize Entity

3.3.12. System Views

4. Colleteral

4.1. Quotes

4.1.1. New

4.1.2. Delete

4.1.2.1. Delete

4.1.2.2. Bulk Delete

4.1.3. Email a Link

4.1.3.1. Email a Link

4.1.3.2. Of Current View

4.1.4. Run Report

4.1.5. Excel Templates

4.1.5.1. Create Excel Template

4.1.6. Export to Excel

4.1.6.1. Static Worksheet

4.1.6.2. Dynamic Worksheet

4.1.6.3. Dynamic Pivot Table

4.1.7. Import Data

4.1.7.1. Import Data

4.1.7.2. Download Template for Import

4.1.8. Chart Pane

4.1.8.1. Off

4.1.8.2. Right

4.1.8.3. Top

4.1.9. View

4.1.10. New System View

4.1.11. Customize Entity

4.1.12. System Views

4.2. Orders

4.2.1. New

4.2.2. Delete

4.2.2.1. Delete

4.2.2.2. Bulk Delete

4.2.3. Email a Link

4.2.3.1. Email a Link

4.2.3.2. Of Current View

4.2.4. Run Report

4.2.5. Excel Templates

4.2.5.1. Create Excel Template

4.2.6. Export to Excel

4.2.6.1. Static Worksheet

4.2.6.2. Dynamic Worksheet

4.2.6.3. Dynamic Pivot Table

4.2.7. Import Data

4.2.7.1. Import Data

4.2.7.2. Download Template for Import

4.2.8. Chart Pane

4.2.8.1. Off

4.2.8.2. Right

4.2.8.3. Top

4.2.9. View

4.2.10. New System View

4.2.11. Customize Entity

4.2.12. System Views

4.3. Invoices

4.3.1. New

4.3.2. Delete

4.3.2.1. Delete

4.3.2.2. Bulk Delete

4.3.3. Email a Link

4.3.3.1. Email a Link

4.3.3.2. Of Current View

4.3.4. Run Report

4.3.4.1. Run on Selected Records

4.3.4.1.1. Invoice Status

4.3.5. Excel Templates

4.3.5.1. Create Excel Template

4.3.6. Export to Excel

4.3.6.1. Static Worksheet

4.3.6.2. Dynamic Worksheet

4.3.6.3. Dynamic Pivot Table

4.3.7. Import Data

4.3.7.1. Import Data

4.3.7.2. Download Template for Import

4.3.8. Chart Pane

4.3.8.1. Off

4.3.8.2. Right

4.3.8.3. Top

4.3.9. View

4.3.10. New System View

4.3.11. Customize Entity

4.3.12. System Views

4.4. Products

4.4.1. Add Family

4.4.2. Add Product

4.4.3. Add Bundle

4.4.4. Delete

4.4.5. Email a link

4.4.6. Run Report

4.4.7. Excel Templates

4.4.8. Export to Excel

4.4.9. Import Data

4.5. Sales Literature

5. Marketing

5.1. Marketing Lists

5.2. Quick Campaigns

6. Goals

6.1. Goals

6.2. Goal Metrics

6.3. Rollup Queries

7. Tools

7.1. Reports

7.2. Alerts

7.3. Calendar