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CRM

Installation and activation

Configuration and settings

User settings

User email addresses

SMTP email settings

Email activities using Outlook

Templates

Variables

Activities

Creating activities

Activity Type

Task

Quick Task

Document

E-mail

Fax

Phone

Appointment

Advertising Media

Note

Event

Activity in the print dialog

Activity overview

Activities in the Address Book

Activities in the reference type

Address

Project

Job

Invoice

Purchase Order

Activities in the Resource Plan

Activities at a glance

Checking an Address

Birthdays

Reminder Screen

Connected activities

Quick Change of the Address in the Project

Activities in the WebApp

Dashboard

Activities

Address Book

Project management

Probability

Cancellation reason

Credit Limit in the Project

Address Master Data

Main Data

Contacts

Activities

Blocking indicators

Credit Limit Blocking Indicator

Blocking indicators in an Address

Blocking indicators in a Contact

Deactivate address

CRM

CRM Owner

Industry

Parent address and Subsidiaries

Marketing Lists

Campaigns

CRM Advanced

Agreements

Relationships

Leads

Main Data

Advanced

Custom Fields

Activities

Campaigns

Blocking indicators

Converting a Lead into an Address

Leads in the Dashboard

Dashboard

Customizing the Dashboard

Reports from the Business Information Center

Time Frame

Settings mode

Dashboard Views

Address Main Data

Activities

Timeline

Timeline in the Address Book

Documents

Additional Information

Campaigns

Contacts

Jobs in progress

Projects by Customer

Events

Relationships

Agreements

Invoices

Resource Assignments

Purchase Orders in progress

Sales overview

Campaign

Main Data

Members

Export

Activities

Event attendance

Creating a campaign

Editing or starting a campaign

Marketing Lists

Static Marketing Lists

Dynamic Marketing Lists

Newsletter Status

Marketing Lists from the Business Information Center