Customer Relationship Management: Difference between revisions
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= Resources = | = Resources = | ||
== Resource | == Resource templates == | ||
=== Customer (company) === | === Customer (company) === | ||
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[[Image:Sales project properties.png]] | [[Image:Sales project properties.png]] | ||
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= Sending newsletters from Catinét = | = Sending newsletters from Catinét = | ||
Revision as of 09:33, 17 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
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.