Transcript
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Lead
Quote
Account
Contact
Opportunity
Invoice
Order
Qualify
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Linking customer records
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Record Relationships
ContactUser
(Salesperson)
Opportunity
Account
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Record Connections
Adventure
Works
Opportunity
Connie
Watson
Reference
Litware, Inc.
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Salesperson
Manager
Lead management
Default price list
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Activities
AppointmentRecurring
Appointment Letter
Fax
Relationship
Assistant
Campaign
Response
Phone Call TaskPosts
Notes
OneNote
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Status and status reason
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