Sales Case Fields

Name

Name is automatically combined from the Subject field and the Company field. You cannot edit it directly.

Link Fields

Company, Contact, and Sales Person are link fields.

Unless the administrator set it otherwise, you can:

Phase

Choose the phaseIn Vine Marketing, a phase is an independent stage of a query. It has its operation type and criteria loaded in its Contents field. of the sales case from the Phase pop-up menu.

The functionality of the wizard pages and fields depend on sales case phase. For example, if the Phase is Customer Needs then only one page is available.

Access Rights

For information about objectAll information in Vine is stored in the server database as named objects of different types. Examples: a company, a person, an event, a sales case. access rights please see the Protecting Objects chapter.

Image Field

For information about image fields please see the Image Fields chapter.