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: <…') |
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[[Image:Contact person properties.png]] | [[Image:Contact person properties.png]] | ||
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| + | == Sales project == | ||
| + | |||
| + | Resource template: <span style="color: #ff0000">CRM - Project </span> | ||
| + | |||
| + | [[Image:Sales project properties.png]] | ||
== Campaign questionnaire == | == Campaign questionnaire == | ||
*Questionnaire resource template: <span style="color: #ff0000">CRM - Campaign </span> | *Questionnaire resource template: <span style="color: #ff0000">CRM - Campaign </span> | ||
| − | *Parent resource: sales project | + | *Parent resource: sales project |
*Properties: assign the status report to <span style="color: #ff0000">Report </span>property, sales project to <span style="color: #ff0000">Project</span> | *Properties: assign the status report to <span style="color: #ff0000">Report </span>property, sales project to <span style="color: #ff0000">Project</span> | ||
[[Image:Campaign diagram properties.png]] | [[Image:Campaign diagram properties.png]] | ||
Revision as of 10:14, 22 October 2009
Contents
Rules of thumb
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
Campaign questionnaire
- Questionnaire resource template: CRM - Campaign
- Parent resource: sales project
- Properties: assign the status report to Report property, sales project to Project
