CRM

Managing your relations is easy when using a CRM application. CRM means Customer Relationship Management.

When clicking on CRM, you see, dependent on your role, workflow and rights, this menu:


Contacts

The module Contacts is dependent on your role, workflow and rights as follows:

• Filter contacts
  Using this feature you can see and edit your 
• New company
  Using this feature you can create a new relation in your CRM.
• Meta objects defenition
  Using this feature you can add defenitions, to advance your search and get more effiency in your relations, communication and marketing&sales activities.
• Send SMS
  Using this feature you can send SMS to relations.

Correspondence
The module Correspondence is dependent on your role, workflow and rights as follows:

• Documents
  
• Templates

Click one of the links in this document, of follow the path for more information about a specific function.