Operational overview
Customer Relationship Management (CRM)
A production-oriented workspace generated from the approved product requirements.
Workspace module
Activity
Manage activity records and related workflows.
Workspace module
Company
Manage company records and related workflows.
Workspace module
Contact
Manage contact records and related workflows.
Workspace module
ImportJob
Manage importjob records and related workflows.
Workspace module
Lead
Manage lead records and related workflows.
Workspace module
Opportunity
Manage opportunity records and related workflows.
Workspace module
Organization
Manage organization records and related workflows.
Workspace module
Pipeline
Manage pipeline records and related workflows.
Workspace module
PipelineStage
Manage pipelinestage records and related workflows.
Workspace module
Tag
Manage tag records and related workflows.
Workspace module
User
Manage user records and related workflows.