Customer Relationship Management: Difference between revisions
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<accesscontrol>Administrators,,Cem,,Maysunshine</accesscontrol> | |||
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Revision as of 09:12, 4 October 2011
<accesscontrol>Administrators,,Cem,,Maysunshine</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.