Difference between revisions of "Customer Relationship Management"
(Created page with '= Rules of thumb = == Customer (company) == *Company resource template: <span style="color: #ff0000">Customer </span> == Contact persons == *User resource template: <…') |
Wikicatglobe (talk | contribs) |
||
| (10 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| − | = | + | <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 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.
