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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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