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X2CRM Reference Guide – USER
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Dashboard Support
Dashboard Top Bar
Dashboard Left Column
Dashboard Right Column
Dashboard Two Middle Columns
Contacts Support
Contacts Grid View
Contact Record Detail View
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Create A Contact
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Contact Map
Accounts Support
Accounts List Grid View
Accounts Detail View
Accounts Reports
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Lead Support
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X2Opportunities Support
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Create Opportunity and Quick Create
X2Marketing Support
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Web Tracker
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Quotes
Create Quote
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Quotes Via Contacts
X2 Actions
Action List View
Overdue and Incomplete Actions
Create Action
X2Documents
Create New Docs
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X2Analytics & X2Reports
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Charts
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Grid Chart
Rows and Columns Charts
Summation Chart
Calendar
View Calendar and Create Events
Manage Calendar
Topics
Topic Creation and Commenting
Products
Create Product
View Product