Sales & Marketing

Accounts
                
                  Import accounts
                
                  How to change the account owner
                
                  What are multi-companies
                
                  Create, edit and delete an account
                
Actions
                
                  How to export an action as an iCalendar item
                
                  Create, edit and delete an action
                
Campaigns
                
                  Send campaign emails
                
                  How many emails can I send in campaigns
                
                  How to export campaign members data
                
                  Enable recipients to unsubscribe
                
Contacts
                
                  How to change contact's account
                
                  Add contact to a campaign
                
                  Create, edit and delete a contact
                
Opportunities
                
                  Opportunity sales stages
                
                  How to create a sales order from an opportunity
                
                  How to create a new project from an opportunity
                
                  Create, edit and delete an opportunity
                
Products
                
                  Automatic revenue item generation
                
                  What is a price book
                
                  How to create sales order items from a price book
                
                  How to create a sales order from a request using a price book
                
Sales orders
                
                  How to update a project from a sales order
                
                  Sales order statuses
                
                  How to create a volume pricing based pricing model
                
                  How to create a new project from a sales order