Work with marketing campaigns

Work with marketing campaigns Get started with CRM marketing Create a marketing list in the CRM marketing work area Create or edit a campaign in the CRM marketing work area Create a quick campaign in the CRM marketing work area Add an activity to a campaign in the CRM marketing work area Add a marketing […]

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Manage queue items

Manage queue items Assign an activity to a user or queue Find what’s assigned to you in a queue   Assign an activity to a user or queue If you would like another person in your organization to work on an activity, you can assign the activity to that person or move it to another […]

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Create and manage activities

Create and manage activities Schedule a service activity Navigate the service calendar Find the next available time before creating a service activity Create a service activity without checking for conflicts Schedule a service activity Use this form to search for an available time for a service activity. You can either search for an open time […]

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