The companies under the following categories will be displayed in the companies pool of the user: Companies which are created by the user Companies for which read access is granted to the user
The following Contacts will be displayed in the user's screen: The Contacts shared with the user. The Contacts created by the user. The Contacts reassigned to the user.
The following leads will be displayed in the user's screen: The leads shared with the user. The leads created by the user. The leads reassigned to the user.
Task is any activity to be performed on the existing lead/deal by the sales professional. Follow-up call, reminder mail etc. are typical examples for tasks. User can login and set reminders for various sales activities by using the 'Tasks' feature in ...