Options with Interface Visibility Settings

There is another set of options that may be shared across interfaces, but only if you set the visibility setting of the option to appear on the selected interfaces.

The following list includes those options that can be visible on other interfaces if you set them to appear on the specific interfaces.

Configuration

  • Application Appearance
    • Customizable Menus (Answer Access Levels, Competitors, Industry Types, Lead Rejection Types, and Win/Loss Reasons)
  • Site Configuration
    • Add-in Manager
    • Logs
  • Internationalization
    • Currencies/Exchange Rates
  • Service
    • Holidays
    • Products/Categories/Dispositions
    • Standard Text
  • Opportunity Tracking
    • Product Catalog
    • Price Schedules
    • Quote Templates
    • Territories
    • Strategies
  • Outreach and Feedback
    • Tracked Link Categories
  • Database
    • Custom Fields