Customer Relationship Management: Difference between revisions
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==Dashboards== | |||
CRM Portal | |||
= Sending newsletters from Catinét = | = Sending newsletters from Catinét = | ||
Revision as of 06:21, 18 August 2010
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.