Difference between revisions of "Customer Relationship Management"
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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 == | + | === Sales project === |
| − | Resource template: <span style="color: | + | Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span> |
[[Image:Sales project properties.png]] | [[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.
