Bpm’online bank sales configuration

Contents

   The [Leads] section

   The [Legal entities] section

   The [Individuals] section

   The [Activities] section

   The [Products] section

   The [Opportunities] section

   The [Contracts] section

   The [Cards] section

   The [Accounts] section

   The [Financial indicators] section

   The [Knowledge base] section

   The [Feed] section

   The [Dashboards] section

   Telephony in bpm’online