A.Task

B.Visit

C.Quotation

D.Phone call

E.E-mail

A.Define an action response template.

B.Define and activate custom fields.

C.Send e-mail notifications.

D.Define conditions for the action field update.

A.KPIs

B.Speedometer

C.Data sources

D.Usage statistics

E.Key figures

A.Product

B.Competitors

C.ERP Sales Area

D.ABC Classification

A.Invite accounts to connect.

B.Set up access to your social media account.

C.Import social media user profiles.

D.Create and schedule a social media import run.