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SuiteCRM Walton Roofing
Administration
SuiteCRM Walton Roofing
Administration
Setup a New User
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Topics
Introduction
3
Overview
Modules
Navigation & Menus
Screens & Data Entry
8
Overview
Dashboard (Home)
Side Panel Pullout
Entering Data
List View
Detail View
Edit (Add or Change) View
Subpanels
Leads
3
What is a Lead ?
Create (Add) a Lead
Working a Lead
Administration
1
Setup a New User
Opportunities
1
Log a Call (Opportunity)
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