Difference between revisions of "Customer Relationship Management"
m (→Resources) |
Wikicatglobe (talk | contribs) |
||
| (One intermediate revision by one other user not shown) | |||
| Line 1: | Line 1: | ||
| + | <accesscontrol>Main:MyGroup</accesscontrol> | ||
= Resources = | = Resources = | ||
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.
