Forms Used to Review Sales Information

Form Name	FormID	Navigation	Usage
Search for Customer	W90CA080D	CRM Foundation Daily Processing (G90C01), Customer	Select a customer.
Customer - Manage {Customer Name}	W90CA08AA	Select a customer on the Search for Customer form.	View a customer record.
Sales Team Search and Select	W90CA041A	From the Customer - Manage {Customer Name} form, select the Sales tab, then click the Sales Team link. Click the Assign Sales Team button.	Select a sales team or sales team member.
Edit Sales Team	W90CA08AB	From the Customer - Manage {Customer Name} form, select the Sales tab, then click the Sales Team link. Click the sales team member or sales group name, or select a sales group and click Sales Group Details.	View or modify sales team information.
Edit Sales Order	W42101D	From the Customer - Manage {Customer Name} form, select the Sales tab, and then click Quote or Sales Order. Select the order that you want to review.	View or modify an existing sales order.