Create a new product family. If you select an existing product family record, and then click Add Family, the new product family will be created as a child of the selected product family.
Create a new incoming document record by first selecting the file it will be based on. The selected file will be attached. ...
Create a new opportunity with an account or a contact using information from this lead. When the lead is converted, it is ...
Create a new opportunity, an account, or a contact with information from this lead,or disqualify the lead and close it. When ...
Create a new process definition or a process based on an existing template. There are two categories of processes you can ...
Create a new product family. If you select an existing product family record, and then click Add Family, the new product ...
Create a new product. If you select an existing product family record, and then click Add Product, the new product will be ...
Create a new purchase invoice to buy all the items that are required by the sales document, even if some of the items are ...
Create a new query to find records or activities, or use a saved view. A saved view is an Advanced Find search that you have ...
Create a new relationship between this account and another account or contact. Use this to track a parent or child account ...