Customer Relationship Management: Difference between revisions
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<accesscontrol>Main:MyGroup</accesscontrol> | |||
= Resources = | = Resources = | ||
== Resource | == Resource templates == | ||
=== Customer (company) === | === Customer (company) === | ||
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[[Image:Sales project properties.png]] | [[Image:Sales project properties.png]] | ||
<br> | <br> | ||
==Dashboards== | |||
CRM Portal | |||
= Sending newsletters from Catinét = | = Sending newsletters from Catinét = | ||
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.