Difference between revisions of "Customer Manager"
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== Features == | == Features == | ||
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| + | ===Contacts=== | ||
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| + | ===Organizations== | ||
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| + | ===My Organizations=== | ||
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* Customers (Organisations) | * Customers (Organisations) | ||
* See all the customers I manage | * See all the customers I manage | ||
Revision as of 12:33, 1 August 2017
Home > Customer Manager
IntroductionCustomer Manager is a business to business customer relatinship management application that allows you to create, manage and maintain your vital information about your customers. |
Related Articles |
Features
Contacts
=Organizations
My Organizations
- 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