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"Salesforce" CRM
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"Salesforce" CRM
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Account Detail
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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
Master tables
Contacts
Contacts
1
Name
Company
Title
Phone
Email Address
Opportunities
Cases
Activities
Name
Company
Title
Phone
Email Address
Opportunities
Cases
Activities
1
Phil Knight
Nike
CEO
591-692-6910
phil@nike.com
Hardware Sale
Local Meetup in Portland
1-Can't Login
2-It's broken
So many things to say
2
Shelley Jacobsen
Boeing
CMO
415-018-5012
shelley@boeing.com
Software Sales
[
]
So many things to say
3
Jim Johnson
Boeing
CTO
415-018-5012 x401
jim@boeing.com
Sponsorship
Lead Referral Sale
3-The orders didn't arrive.
She didn't order the ice cream. This is known to be a bad sign.
4
Bruce Willstein
Starbucks
VP of Ops
bruce@starbucks.com
Big new sale
9-OMG - I have an issue!
[
]
5
Jessy Osborne
Nike
Head of Sales, Europe
jess@nike.com
[
]
[
]
[
]
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