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Trace: Ansicht 2 von 24

New account in Trace

The Trace new account form with a name field, a status that defaults to prospect, a note that whoever creates the account owns it until ownership is handed over on the record, and the create and cancel buttons.
The Trace new account form with a name field, a status that defaults to prospect, a note that whoever creates the account owns it until ownership is handed over on the record, and the create and cancel buttons.

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Creating an account in Trace: the company record that contacts, opportunities and invoices all hang off. Whoever creates it owns it, ownership is handed over on the record itself, and a blank status creates a prospect.

Trace ist Kunden- und Umsatzdaten, mit dem Hauptbuch abgeglichen. Erfahren Sie, was Trace leistet.

Produkt
Trace
Ansicht
2 von 24
Abmessungen
1460 × 862
Datei
WebP, 22 KB
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