Sheet1

FEATURES SUB FEATURES TABS(UNDER SUB FEATURES)

home my sugar my open tasks

my top 10 opportunity
my calls
my meetings
my leads
my open cases
my accounts

sales page demo

my top 10 opportunity
my closed opportunity
my closed none opportunity gauge

marketing page lead by lead source

my leads
getting started
sugar videos

accounts create accounts a/c overview

additional information
email id
view a/c actions
view a/c reports reports
layout options
actions
import select data source
import action

contacts create contact contact overview

additional information
email id
description information
create contact from vCard import vCard
view contact action(delete,merge,mass update)
view contact reports reports
layout options
actions
import contacts select data source
import action

opportunities create accounts

action(delete,merge,mass update)
select data source
import action

activities log call call overview

other

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meetings create meetings
other
create task task overview
create note or add docu. note overview
view calls actions
view meetings action(delete,merge,mass update)
view tasks action(delete,merge,mass update)
view notes action(delete,merge,mass update)
view calendar day,week,month,year,shared
import tasks select data source
import action
import meetings select data source
import action
import notes select data source
import action

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DESCRIPTION

subject,priority,status,start date,due date

opportunity names,a/c name,amt,expected close date
subject,priority,status,start date,due date
subject,priority,status,start date,due date
name,title,office phone,email address
number,subject,a/c name,priority,status
a/c name,website,phone,billing,country.

---------pipe line report

opportunity names,a/c name,amt,expected close date
total opportunity,closed won opportunity

graphical representations of leads

name,title,office phone,email address
crm fundamentals
related to you tube

name,website,phone,other phone,fax
steer,city,postal code,country

a/c name,city,phone,user,email id
title,module,report type(format),assigned to
save search & layout
report name,module,report type,date created,user,schedule report
eg: tab delimited files,salesforce.com
create records,update records

name,title,office phone,email address,fax,lead source,reports to,do not call info.

primary and other additional information

automatically create a new contact by importing a view card from file system(browse)
name,title,office phone,email address,a/c name
title,module,report type(format),assigned to
save search & layout
report name,module,report type,date created,user,schedule report
eg: tab delimited files,salesforce.com
create records,update records

opportunity name,campaign,opp amt.,a/c name,type,sales stage,expected close

stage,probability(%),lead source,next step
name,a/c name,sales stage,amount,close
eg: tab delimited files,salesforce.com
create records,update records

subject,start date & time,duration,status,related to

assigned to

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subject,start date,status,related to,duration,reminder,description
assigned to
sub,start date,due date,status,related to,priority
contact name,note subject,attachment(browse),related to
directions,contact,related to,start date,user
directions,contact,related to,start date,user
directions,contact,related to,start date,user

previous day,current day, next day

eg: tab delimited files,salesforce.com
create records,update records
eg: tab delimited files,salesforce.com
create records,update records
eg: tab delimited files,salesforce.com
create records,update records

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