Menu Buttons

You can move directly from one work area to another with the Menu buttons on the left-hand side of your screen. The Menu buttons available to you remain the same regardless of the company or person or any other context you are working in.

• Click on Find to search for a company, person, case, opportunity, lead, quote, order, communication, solution, or to perform an advanced find or keyword search.
• Click on New to create a new company, person, solution, case, opportunity, lead, quote, order, appointment, task, e-mail, or document.
• Click on My CRM to display a series of tabs with information relating to your work in progress.
• Click on Team CRM to view your team's activities.
• Click on Marketing to set up new marketing campaigns.
• Click on Reports to run reports on customer information.
• Click on Log Off to exit the system.

The number of menu buttons you can see is set up by your System Administrator in your user profile.