JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
"Salesforce" CRM
Share
Explore
"Salesforce" CRM
Home
Views
Account Detail
Sales Pipeline
Contact View
Sales Dashboard
Cases, John's Queue
Case Reporting
Project View
John's Notes
Master tables
Accounts
Contacts
Opportunities
Cases
Activities
Tasks
Status
Projects
Views
Search
Nike
Nike.com
Boeing
Boeing.com
Starbucks
Starbucks.com
Nike
Nike.com
503-891-0185
Contact
Search
1
2
Name
Title
Email Address
Name
Title
Email Address
Phil Knight
CEO
phil@nike.com
Jessy Osborne
Head of Sales, Europe
jess@nike.com
There are no rows in this table
Opportunities
Search
1
2
Name
Stage
Amount
Close Date
Name
Stage
Amount
Close Date
Hardware Sale
Prospecting
$45,000.00
12/18/2018
Local Meetup in Portland
Qualification
$50,100.00
12/25/2018
There are no rows in this table
Projects
Search
1
Project Name
Client
Start
Due
Project Name
Client
Start
Due
Onboarding
Nike
12/30/2018
2/14/2019
There are no rows in this table
Cases
Search
1
2
Full Name
Contact
Subject
Priority
Full Name
Contact
Subject
Priority
1-Can't Login
Phil Knight
Can't Login
Medium
2-It's broken
Phil Knight
It's broken
Medium
There are no rows in this table
Tasks
Search
1
Name
Due Date
Status
Name
Due Date
Status
Call Back
12/20/2018
Not Started
There are no rows in this table
Activities
Search
1
Comments
Type
Subject
Date Logged
Comments
Type
Subject
Date Logged
So many things to say
Call
Great Call Wow!
12/2/2018
There are no rows in this table
Show hidden columns
Gallery
Share
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.