opportunity lead contact invoice - data communication · refresh hide filters show i sales overview...

Post on 12-Jul-2020

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Lead

Quote

Account

Contact

Opportunity

Invoice

Order

Qualify

Linking customer records

Record Relationships

ContactUser

(Salesperson)

Opportunity

Account

Record Connections

Adventure

Works

Opportunity

Connie

Watson

Reference

Litware, Inc.

Salesperson

Manager

Lead management

Default price list

Activities

AppointmentRecurring

Appointment Letter

Fax

Relationship

Assistant

Campaign

Response

Email

Phone Call TaskPosts

Notes

OneNote

Status and status reason

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