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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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