Customer Relationship Management

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<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

Contact person properties.png 

Sales project

Resource template: CRM - Project

Sales project properties.png


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