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Last published at: July 25th, 2023

CRM Order Task Descriptions and Responsible Teams
20 Task Descriptions both Customer Care & Service Teams: ZCB Zeiss Care B...
How to Create a new Prospect Account in CRM
You can create a quote from a Prospect Account, but the Prospect must be promoted...
CRM Saved Search - Service Order Status
Use the Filter box in the upper right to narrow the results list to a specifi...
CRM Saved Search - Open & Closed Sales Quotations
Open Sales Quotations - in Draft Status My saved search name: __QUOTES (Open) by...
CRM Saved Search - TICKETS needing action
Tickets assigned to Aftermarket by CIC (Customer Interaction Center) _____TICKETS...

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