Features enabled by the CRM Series Setup key

Areas affected


Controls access to the folder in the section in the Navigation Pane.

Members of the user group can perform general setup tasks including:

  • Set up parameters.

  • Set up contact management.

  • Create and maintain sales units.

  • Set up campaigns.

  • Define telemarketing data.

  • Set up integration with Office Outlook.

  • Set up employee options.