Difference between revisions of "Customer Relationship Management"
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= Resources = | = Resources = | ||
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=== Customer (company) === | === Customer (company) === | ||
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[[Image:Sales project properties.png]] | [[Image:Sales project properties.png]] | ||
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| + | ==Dashboards== | ||
| + | CRM Portal | ||
= Sending newsletters from Catinét = | = Sending newsletters from Catinét = | ||
Latest revision as of 04:02, 18 October 2013
<accesscontrol>Main:MyGroup</accesscontrol>
Contents
Resources
Resource templates
Customer (company)
- Company resource template: Customer
Contact persons
- User resource template: Contact Person
- Assign the company to Company Resource property
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.
