Difference between revisions of "Customer Relationship Management"
m (Categorized under Production guidelines and starting a new section describing how to create and send newsletters) |
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| − | = | + | <accesscontrol>Main:MyGroup</accesscontrol> |
| + | = Resources = | ||
| − | + | == Resource templates == | |
| − | = | + | === Customer (company) === |
| − | |||
| − | == Customer (company) == | ||
*Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span> | *Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span> | ||
| − | == Contact persons == | + | === Contact persons === |
*User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span> | *User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span> | ||
| Line 16: | Line 15: | ||
[[Image:Contact person properties.png]] | [[Image:Contact person properties.png]] | ||
| − | == Sales project == | + | === Sales project === |
Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span> | Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span> | ||
| Line 22: | Line 21: | ||
[[Image:Sales project properties.png]] | [[Image:Sales project properties.png]] | ||
| − | == | + | <br> |
| + | ==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 === |
| − | [[Category: | + | [[Category:Production_guidelines]] |
Latest revision as of 05:02, 18 October 2013
<accesscontrol>Main:MyGroup</accesscontrol>
Contents
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.
