WPCRM Online Help Center

WPCRM Icon Glossary

WPCRM Icon Glossary

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WPCRM Icon Glossary

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WPCRM Core Entities

These icons represent the main business entities that can be managed within WPCRM.

 

folder

Account

See: Add an Account, Locate an Account, Edit an Account

shipto

Ship To

factory

Vendor

user

Contact

See: Add a Contact, Locate a Contact, Edit a Contact

database

Forecast Opportunity

See: Enter an Opportunity, Locate an Opportunity, Edit an Opportunity

chess

Key Account / Goal

See: Create a Goal for an Account

target

Marketing Campaign

See: Create a Targeted Campaign

page_edit

Quote

folder_ship

Order

 

comment

Service Ticket

See: Add a New Service Ticket, Locate a Service Ticket, Edit a Service Ticket

WPCRM Activity Items

These icons represent activity items that can be associated with the core entities.

 

task

Task

See: Create a Task for a Contact, Create a Task for an Account, Create a Task for an Opportunity

calendar_date

Meeting

See: Create a Meeting for a Contact, Create a Meeting for an Account, Create a Meeting for an Opportunity

notebook

Note

See: Create a Note for a Contact, Create a Note for an Account, Create a Note for an Opportunity

paperclip

Attachment

See: Add and View Attachments for a Contact, Add and View Attachments for an Account, Add and View Attachments for an Opportunity

mail

Email

See: Send a Quick Email

 

 

WPCRM Actions

These icons represent common actions that can be taken on entities or activities. These icons can be used on their own, or overlaying other entity icons, indicating that this action can be taken for this entity.

 

add

Add New

application_edit

Edit

delete

Delete

repeat

Cancel

search

Search

close

Close

accept

Successfully completed action

sync

Sync with Exchange

See: Sync a Contact with the Exchange

lock

Log Out

See: Log out of your WPCRM application

 

 

WPCRM Navigation Sections

These icons represent important pages and areas within the WPCRM system.

 

communication

Activity Feed

See: View Recent Activity

chart

Analytics

See: Viewing Sales Data with WPCRM Analytics

process

System Settings

See: System Administration