Customer Manager: Difference between revisions
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== Introduction == | |||
''Customer Manager'' is an application that allows you to create and maintain your vital information about your customers | ''Customer Manager'' is an application that allows you to create and maintain your vital information about your customers | ||
Features | == Features == | ||
* Customers (Organisations) | |||
* See all the customers I manage | |||
* See the split of my customers across industry sectors graphically | |||
* Associate [[What_are_Co-Workers? |co-workers]] with customers | |||
* Manage contacts for customers | |||
* Manage [[What_are_Activities? |activities]] for customers | |||
* See current requests for customer (if you also have ''Service Manager'') | |||
* Attach files (documents etc.) to a customer organisation | |||
* Record notes against organisations | |||
* Have chronological view of updates for an organisation | |||
* Schedule calls with contacts | |||
* Send emails to contacts | |||
* Record notes against contacts | |||
[[What_are_Contacts? | What are Contacts]] | [[What_are_Contacts? | What are Contacts]] |
Revision as of 14:58, 12 January 2015
Introduction
Customer Manager is an application that allows you to create and maintain your vital information about your customers
Features
- Customers (Organisations)
- See all the customers I manage
- See the split of my customers across industry sectors graphically
- Associate co-workers with customers
- Manage contacts for customers
- Manage activities for customers
- See current requests for customer (if you also have Service Manager)
- Attach files (documents etc.) to a customer organisation
- Record notes against organisations
- Have chronological view of updates for an organisation
- Schedule calls with contacts
- Send emails to contacts
- Record notes against contacts