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Sales and Marketing Windows and Navigator Paths

Although your system administrator may have customized your navigator, typical navigational paths include the following:

Note: Text in brackets ([ ]) indicates a button. Text in parentheses ( ) indicates a sub tab.

Window Name Navigation Path
Access Navigator > Setup > Sales Organization > Territories > Accesses
Access (Accesses in Question) Navigator > Setup > Sales Organization > Territories > Accesses > (Accesses in Question)
Access (Account) Navigator > Setup > Sales Organization > Territories > Accesses > (Account)
Access (Employee) Navigator > Setup > Sales Organization > Territories > Accesses > (Employee)
Access (Opportunity) Navigator > Setup > Sales Organization > Territories > Accesses > (Opportunity)
Access (Partner) Navigator > Setup > Sales Organization > Territories > Accesses > (Partner)
Access (Territories) Navigator > Setup > Sales Organization > Territories > Accesses > (Territories)
Account Navigator > Workbench > Account
Account (Address) Navigator > Workbench > Account > (Address)
Account (Classifications) Navigator > Workbench > Account > (Classifications)
Account (Company Profile) Navigator > Workbench > Account > (Company Profile)
Account (Environment) Navigator > Workbench > Account > (Environment)
Account (Employees) Navigator > Workbench > Account > (Employees)
Account (Partners) Navigator > Workbench > Account > (Partners)
Account (Phones) Navigator > Workbench > Account > (Phones)
Activity Detail Navigator > Workbench > Activity > [To Dos]
Advertisements Navigator > Promotions > Advertisements
Answer Actions Navigator > Mail Reponses > [Action]
  Navigator > Use a Call Script > [Action]
Contact (Summary/Detail) Navigator > Workbench > Contact > [Summary/Detail]
Contact (Work Classification) Navigator > Workbench > Contact > (Work Classification)
Contact (Private Address) Navigator > Workbench > Contact > (Private Address)
Collateral Navigator > Workbench > Collateral
Collateral Navigator > Mailings > Collateral
Collateral Navigator > Telemarketing Workbench > Collateral
Collateral (Private Address) Navigator > Workbench > Collateral > (Private Address)
Collateral (Requested Items) Navigator > Workbench > Collateral > (Requested Items)
Collateral (Shipment) Navigator > Workbench > Collateral > (Shipment)
Collateral (Work Address) Navigator > Workbench > Collateral > (Work Address)
Contact (Interests) Navigator > Workbench > Contact > (Interests)
Contact (Phones) Navigator > Workbench > Contact > (Phones)
Contact (Profile) Navigator > Workbench > Contact > (Profile)
Copy Actions Navigator > Promotions > Scripts > [Questions] > [Copy Actions]
Copy Promotions Navigator > Promotions > Copy Promotions
Customer Order Navigator > Account Management > Order History > [Find Order Lines]
  Navigator > Account Management > Order History > [Find Orders]
Customer Order Line Summary Navigator > Account Management > Order History > [Find Order Lines]
Customer Order Summary Navigator > Account Management > Order History > [Find Orders]
Event Navigator > Workbench > Event
Event (Events Enrollment) Navigator > Workbench > Event > (Events Enrollment)
Event Navigator > Events > Event
Event Navigator > Workbench > Events > Event
Event Facility Navigator > Events > Facility
Event Letters Navigator > Events > Offering > [Roster] > [Letters]
Event Offering Navigator > Events > Offering
Find Account or Contact (Advanced) Navigator > Workbench > Account
Find Account or Contact (Advanced) Navigator > Workbench > Contact
Find Account or Contact (Basic) Navigator > Workbench > Account
Find Account or Contact (Basic) Navigator > Workbench > Contact
Find Order History Navigator > Account Management > Order History
Letter Merge Navigator > Events > Letter Merge
Letters Navigator > Letters
Letters Navigator > Events > Letter
List Workbench Navigator > Mailings > List Management > List Workbench
Mail Blitz Navigator > Mailings > Mail Blitz
  Navigator > Workbench > Collateral > [New Letter]
Mail Responses Navigator > Mail Reponses
Notes Navigator > Workbench > Activity > [Notes]
Opportunities Navigator > Workbench > Opportunities
Opportunity (Classification) Navigator > Workbench > Opportunities > (Classification)
Opportunity (Closing) Navigator > Workbench > Opportunities > (Closing)
Opportunity (Credits) Navigator > Workbench > Opportunities > (Credits)
Opportunity (Obstacles) Navigator > Workbench > Opportunities > (Obstacles)
Opportunity (Purchases) Navigator > Workbench > Opportunities > (Purchases)
Opportunity (Sales Team) Navigator > Workbench > Opportunities > (Sales Team)
Opportunity (Summary/Detail) Navigator > Workbench > Opportunities > [Summary/Detail]
Opportunity Adjustments Navigator > Workbench > Opportunity Adjustments
Personal Collateral Kit Navigator > Mailings Personal Collateral Kit
Process Mail Response Navigator > Workbench > Events > Event > [Roster] > [Script]
Program Navigator > Promotions > Program
Quote Navigator > Workbench > Quote
Quotes (Addresses) Navigator > Workbench > Quote > (Addresses)
Quotes (Payment) Navigator > Workbench > Quote > (Payment)
Quotes (Versions) Navigator > Workbench > Quote > (Versions)
Requested Items Navigator > Telemarketing Workbench > Collateral > [Requested Items]
Roster Navigator > Workbench > Events > Event > [Roster]
Sales Groups Navigator > Setup > Sales Organization
Sales-Related Jobs Navigator > Setup > Sales Organization > Territories > Sales-Related Jobs
Salesforce Navigator > Setup > Sales Force
Scripts Navigator > Letters > [Scripts]
Scripts Navigator > Promotions > Scripts
Scripts Navigator > Promotions > Scripts > (Scripts)
Select Items Navigator > Telemarketing Workbench > Collateral > [Select Items]
Select Items Navigator > Workbench > Quote > [Select Items]
Send Collateral Navigator > Workbench > Collateral >Send Collateral
Territories Navigator > Setup > Sales Organization > Territories
Territory Groups Navigator > Setup > Sales Organization > Territories > Groups
Territory Qualifiers Navigator > Setup > Sales Organization > Territories > Qualifiers
Territory Types Navigator > Setup > Sales Organization > Territories > Type
Territory Utilities Navigator > Setup > Sales Organization > Territories > Utilities
Use a Call Script Navigator > Workbench > Events > Event > [Roster] > [Script]
View Forecast Navigator > View Forecast
Warehouse Merge Files Navigator > Mailings > Letter Merge


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