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Deltek WorkBook Summary
CRM Module Overview
CRM > Clients & Prospects List Summary
CRM > Create a Prospect
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Title:
CRM > Create a Prospect
Owner:
Kye Hush
Creator:
Kye Hush
Jul 15, 2021
Last Changed by:
Kye Hush
Dec 13, 2021
Tiny Link:
(useful for email)
https://tangram.atlassian.net/wiki/x/MQG7V
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Deltek WorkBook (1)
Page:
Resources > Create a Client
Labels
Global Labels (9)
crm
crm-module
create-prospect
client-prospect-list
clients-and-prospects
crm-13
13-0-54
r13
prospects-r13
Recent Changes
Time
Editor
Dec 13, 2021 04:42
Kye Hush
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Jul 16, 2021 00:07
Kye Hush
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Jul 15, 2021 08:07
Kye Hush
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Jul 15, 2021 08:00
Kye Hush
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Jul 15, 2021 07:32
Kye Hush
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Outgoing Links
Deltek WorkBook (5)
Page:
CRM > Create Pipeline Activity
Page:
CRM > Create a Prospect
Page:
CRM > Prospect Card
Page:
Resources > Create a Client
Page:
CRM > Create a Pipeline
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