Customer Relationship Management: Difference between revisions
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= Resources = | <accesscontrol>Main:MyGroup</accesscontrol> | ||
= Resources = | |||
== Customer (company)Â == | == Resource templates == | ||
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=== Customer (company)Â === | |||
*Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span> | *Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span> | ||
== Contact persons == | === Contact persons === | ||
*User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span> Â | *User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span> Â | ||
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[[Image:Contact person properties.png]] Â | [[Image:Contact person properties.png]] Â | ||
== Sales project == | === Sales project === | ||
Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span> Â | Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span> Â | ||
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[[Image:Sales project properties.png]] Â | [[Image:Sales project properties.png]] Â | ||
<br> | |||
==Dashboards== | |||
CRM Portal | |||
 | = Sending newsletters from Catinét = | ||
For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.  | For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.  | ||
Latest revision as of 03:02, 18 October 2013
<accesscontrol>Main:MyGroup</accesscontrol>
Resources
Resource templates
Customer (company)
- Company resource template: Customer
Contact persons
- User resource template:Â Contact Person
- Assign the company to Company Resource property
Â
Sales project
Resource template: CRM - Project
Dashboards
CRM Portal
Sending newsletters from Catinét
For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.