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greeshma.kk created page: Module management
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Dec 08, 2020
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Greeshma
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@@ -246,42 +246,5 @@ Dynamic fields allow simplifying the data entry with the fields that appear only
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@@ -246,42 +246,5 @@ Dynamic fields allow simplifying the data entry with the fields that appear only
Control any actions on records and reduce clutter using Closed states.
Control any actions on records and reduce clutter using Closed states.
#### **Configuration**
*
**Picklist field values**
*
Customize Contact Types and Contact Status values from Picklist editor.
#### **Automation**
*
**Workflows**
* Setting up workflows to automate activity follow ups and update downstream modules
### **Inbox**
You want your sales team to collaborate on emails coming to your company’s sales address.
MailManager enables that, and also supports individual mailboxes.
*
Setup MailManager
### **Import**
*
Importing Contact data from a CSV file, an email, a form submitted on your website, or a
third-party app like Google Contacts or Office 365
*
Bringing Leads from the Website
*
Use Web Service APIs to connect to your existing apps
### **Inventory Management**
*
**Quotes**
*
Generate a Quote using quote generator when an Opportunity is in quote stage
*
Personalize Email content using Email Templates.
### **Dashboard**
*
Track your sales team activity, sales pipeline and sales performance on your dashboard.
*
Create custom reports and charts and pin it to your dashboard