Difference between revisions of "Customer Relationship Management"
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== 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 == | ||
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| − | + | 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 === | + | === Preparing the bulk mail === |
[[Category:Production_guidelines]] | [[Category:Production_guidelines]] | ||
Revision as of 05:05, 17 August 2010
Contents
Resources
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.
