Next Topic

Previous Topic

Next Topic

Book Contents

Book Index

Customer Portal Menu Options - CRM

Customer Portal displays a sidebar of menu headings. Clicking any of the menu headings displays a submenu of options. Clicking a menu heading again contracts the submenu.

CRM

Organizations

This page searches for organizations.

Opportunities

This page searches for opportunities.

Activities

This page searches for activities.

Note: If CRM does not display on the sidebar menu, see your system administrator.