Case Management
Cases can be used for a variety of purposes,
from typical case management issues such as
service and support tracking, to other internal
company functions such as tasks and projects.
Quick Activities
Quick activities are
shortcuts for logging the creation and/or
completion of an activity in one quick step.
You can create as many predefined templates as
you like. Using quick activities
tremendously speeds up the process of "working"
the leads and contacts.
Automated Activities and Emails
These are also called follow-up templates or
activity workflows. They consist of any
number of related activities or emails that can
scheduled for a contact in one click.
Account Teams (high level security)
This is for those who want to assign users down
to accounts. This is a high level of
security and is very granular used mainly for
outside-sales reps.
Audit Logs and Email Alerts
Most actions are logged to a log history that
can be used to identify "who did what" to each
record and when. The log contains before
and after data so you can see what got changed.
The email alerts notify users of changes,
deletes, posted notes, or edits to their
records.
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