BUSINESS CLOUD - ENTERPRISE CRM by SERCAA.COM

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BUSINESS CLOUD - ENTERPRISE CRM by SERCAA.COM by Mind Map: BUSINESS CLOUD - ENTERPRISE CRM by SERCAA.COM

1. Analytics

1.1. Reports

1.1.1. Customise existing Reports

1.1.2. New Reports

1.2. Dashboards

1.3. Scheduler

2. API

2.1. Migrate Data

3. Email

3.1. Templates

3.1.1. Email Templates

3.1.2. Inventory Templates

3.1.3. Mail Merge Templates

3.1.4. Unscription Form

4. Inventory

4.1. Products

4.1.1. Field List

4.1.2. Edit Page Layout

4.1.3. Organise Details

4.1.4. Custom View Settings

4.1.5. Custom Tax rates

4.2. Vendor Settings

4.2.1. Field List

4.2.2. Edit Page Layout

4.2.3. Organise Details

4.2.4. Custom View Settings

4.3. Price Book Settings

4.3.1. Field List

4.3.2. Edit Page Layout

4.3.3. Organise Details

4.3.4. Custom View Settings

4.4. Quote Settings

4.4.1. Field List

4.4.2. Edit Page Layout

4.4.3. Organise Details

4.4.4. Custom View Settings

4.5. Sales Order Settings

4.5.1. Field List

4.5.2. Edit Page Layout

4.5.3. Organise Details

4.5.4. Custom View Settings

4.6. Invoice Settings

4.6.1. Field List

4.6.2. Edit Page Layout

4.6.3. Organise Details

4.6.4. Custom View Settings

5. Plug-ins

5.1. Outlook Plug-in

5.2. Microsoft Office Plug-in

5.3. Quickbooks Plug-in

5.4. New node

6. Security

6.1. Users

6.2. Profiles

6.3. Roles

6.4. Groups

6.5. data Sharing Settings

6.6. Company Details

6.7. Shin

6.8. Signature

6.9. Account Information

7. Terms & Conditions

8. Customer Service

8.1. Case Settings

8.2. Solution Settings

8.3. Call Settings

9. Campaigns

9.1. Campaign Settings

10. Salesforce Automation

10.1. Lead Settings

10.1.1. Field List

10.1.2. Edit Page Layout

10.1.3. Organise Details

10.1.4. Custom view Settings

10.1.5. Assigment Rules

10.1.6. Web-to-Lead Form

10.1.7. Auto Response Rules

10.2. Account Settings

10.2.1. Field List

10.2.2. Edit Page Layout

10.2.3. Organise Details

10.2.4. Custom view Settings

10.3. Contact Settings

10.3.1. Field List

10.3.2. Edit Page Layout

10.3.3. Organise Details

10.3.4. Custom view Settings

10.3.5. Assigment Rules

10.3.6. Web-to-Contact Form

10.3.7. Auto Response Rules

10.4. Potential Settings

10.4.1. Field List

10.4.2. Edit Page Layout

10.4.3. Organise Details

10.4.4. Custom view Settings

10.4.5. Contact Roles

10.4.6. Big Deal Alert

10.4.7. Stage-Probability

10.4.8. Conversion Mapping

10.5. Call Settings

10.5.1. Field List

10.5.2. Edit Page Layout

10.5.3. Organise Details

10.5.4. Custom view Settings

10.6. Task Settings

10.6.1. Field List

10.6.2. Edit Page Layout

10.6.3. Organise Details

10.6.4. Custom view Settings

10.7. Event Settings

10.7.1. Field List

10.7.2. Edit Page Layout

10.7.3. Organise Details

10.7.4. Custom view Settings

11. Workflow

11.1. Workflow settings

11.1.1. Workflow Rules

11.1.2. Workflow Alerts

11.1.3. Workflow Tasks

12. Website

12.1. Home

12.2. About Us

12.3. Services

12.4. Testimonials

12.5. Customer Support

12.6. Contact Us

12.7. Blog