Sales views [guide]

Contacts

• Reports one row per Contact.
• Shows Contacts you have access to.
• Allows for updating of multiple records.

Companies

• Reports one row per Company.
• Shows Companies you have access to.
• Allows for updating of multiple records.

Conversations

• Reports one row per individual Conversation post/reply.
• Shows Conversations spanning Sales, Projects and other areas of the system.
• Allows for updating of multiple records.

Opportunities

• Reports one row per Opportunity.
• Shows Opportunities you have access to.
• Allows for updating of multiple records.

Leads

• Reports one row per Lead.
• Shows Leads you have access to.
• Allows for updating of multiple records.