Core Records
By Crelate and 3 others4 authors32 articles
- External Primary Key
- How do I see all Contacts in my database?
- Can I change the Opportunity Type for an existing Opportunity?
- Merging Opportunities - Troubleshooting
- When was a Contact created?
- What is a Company Record?
- Closing a Job
- Open Date, Start Date, Close Date
- Creating a New Lead in the Sales Workflow
- Using Related Companies
- Deleting Documents on a Record
- Assigning Record Ownership
- Creating and Deleting a Query
- Adding Documents to a Record
- Adding Fields to Record
- Remove and Add Candidates to a Job
- Do Not Use
- Placement Grid
- Using Tags
- Bulk Operations
- Setting a Priority for your Opportunities
- Creating Contacts Master Guide
- Merging Records
- Putting an Opportunity on Hold
- Creating or Deleting a Job
- Moving Opportunities Through your Sales Funnel
- Best Practices: Contact Records
- Copying a Job
- What is a Contact Record?
- What is a Placement in Crelate?
- What is an Opportunity Record?
- List Improvements