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. Customer Service

3.1. Case Settings

3.2. Solution Settings

3.3. Call Settings

4. Email

4.1. Templates

4.1.1. Email Templates

4.1.2. Inventory Templates

4.1.3. Mail Merge Templates

4.1.4. Unscription Form

5. Inventory

5.1. Products

5.1.1. Field List

5.1.2. Edit Page Layout

5.1.3. Organise Details

5.1.4. Custom View Settings

5.1.5. Custom Tax rates

5.2. Vendor Settings

5.2.1. Field List

5.2.2. Edit Page Layout

5.2.3. Organise Details

5.2.4. Custom View Settings

5.3. Price Book Settings

5.3.1. Field List

5.3.2. Edit Page Layout

5.3.3. Organise Details

5.3.4. Custom View Settings

5.4. Quote Settings

5.4.1. Field List

5.4.2. Edit Page Layout

5.4.3. Organise Details

5.4.4. Custom View Settings

5.5. Sales Order Settings

5.5.1. Field List

5.5.2. Edit Page Layout

5.5.3. Organise Details

5.5.4. Custom View Settings

5.6. Invoice Settings

5.6.1. Field List

5.6.2. Edit Page Layout

5.6.3. Organise Details

5.6.4. Custom View Settings

6. Campaigns

6.1. Campaign Settings

7. Plug-ins

7.1. Outlook Plug-in

7.2. Microsoft Office Plug-in

7.3. Quickbooks Plug-in

7.4. New node

8. Salesforce Automation

8.1. Lead Settings

8.1.1. Field List

8.1.2. Edit Page Layout

8.1.3. Organise Details

8.1.4. Custom view Settings

8.1.5. Assigment Rules

8.1.6. Web-to-Lead Form

8.1.7. Auto Response Rules

8.2. Account Settings

8.2.1. Field List

8.2.2. Edit Page Layout

8.2.3. Organise Details

8.2.4. Custom view Settings

8.3. Contact Settings

8.3.1. Field List

8.3.2. Edit Page Layout

8.3.3. Organise Details

8.3.4. Custom view Settings

8.3.5. Assigment Rules

8.3.6. Web-to-Contact Form

8.3.7. Auto Response Rules

8.4. Potential Settings

8.4.1. Field List

8.4.2. Edit Page Layout

8.4.3. Organise Details

8.4.4. Custom view Settings

8.4.5. Contact Roles

8.4.6. Big Deal Alert

8.4.7. Stage-Probability

8.4.8. Conversion Mapping

8.5. Call Settings

8.5.1. Field List

8.5.2. Edit Page Layout

8.5.3. Organise Details

8.5.4. Custom view Settings

8.6. Task Settings

8.6.1. Field List

8.6.2. Edit Page Layout

8.6.3. Organise Details

8.6.4. Custom view Settings

8.7. Event Settings

8.7.1. Field List

8.7.2. Edit Page Layout

8.7.3. Organise Details

8.7.4. Custom view Settings

9. Security

9.1. Users

9.2. Profiles

9.3. Roles

9.4. Groups

9.5. data Sharing Settings

9.6. Company Details

9.7. Shin

9.8. Signature

9.9. Account Information

10. Workflow

10.1. Workflow settings

10.1.1. Workflow Rules

10.1.2. Workflow Alerts

10.1.3. Workflow Tasks

11. Website

11.1. Home

11.2. About Us

11.3. Services

11.4. Testimonials

11.5. Customer Support

11.6. Contact Us

11.7. Blog

12. Terms & Conditions