Customer Relationship Management: Difference between revisions
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= | <accesscontrol>Main:MyGroup</accesscontrol> | ||
= Resources = | |||
== | == Resource templates == | ||
=== Customer (company) === | |||
= | *Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span> | ||
*User resource template: <span style="color: | === Contact persons === | ||
*Assign the company to <span style="color: | |||
*User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span> | |||
*Assign the company to <span style="color: rgb(255, 0, 0);">Company Resource </span>property | |||
[[Image:Contact person properties.png]] | [[Image:Contact person properties.png]] | ||
== | === Sales project === | ||
Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span> | |||
[[Image:Sales project properties.png]] | |||
<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. | |||
=== Creating the newsletter mail template === | |||
=== Preparing the bulk mail === | |||
[[ | [[Category:Production_guidelines]] | ||
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: 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.