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Trace: schermata 2 di 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.

Informazioni su questo screenshot

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 è Record dei clienti e dei ricavi, riconciliati con il ledger. Legga cosa fa Trace.

Prodotto
Trace
Schermata
2 di 24
Dimensioni
1460 × 862
File
WebP, 22 KB
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