Difference between revisions of "Customer Manager"
Jump to navigation
Jump to search
| Line 10: | Line 10: | ||
|style="width:73%"| | |style="width:73%"| | ||
==Introduction== | ==Introduction== | ||
| − | Customer Manager is a business to business customer | + | Customer Manager is a business to business customer relationship management application that allows you to create, manage and maintain your vital information about your customers. |
|style="width:5%"| | |style="width:5%"| | ||
| Line 22: | Line 22: | ||
== Features == | == Features == | ||
| + | |||
| + | ==Organizations== | ||
| + | |||
| + | Organization's are your external customers. Customer Manager provides the ability to create, manage and maintain your customers and their contacts. | ||
| + | |||
| + | Organisation records in Customer Manager provide the following capabilities. | ||
| + | |||
| + | |||
| + | ===My Organization's=== | ||
| + | |||
===Contacts=== | ===Contacts=== | ||
| − | + | * '''Activity Stream''' - Collaborate, post and comment on the contact record | |
| + | * '''Notes''' - Add notes, and schedule call backs | ||
| + | * '''Activities''' - Manage activities related to each contact | ||
| + | |||
| + | |||
| − | |||
* Customers (Organisations) | * Customers (Organisations) | ||
Revision as of 12:39, 1 August 2017
Home > Customer Manager
IntroductionCustomer Manager is a business to business customer relationship management application that allows you to create, manage and maintain your vital information about your customers. |
Related Articles |
Features
Organizations
Organization's are your external customers. Customer Manager provides the ability to create, manage and maintain your customers and their contacts.
Organisation records in Customer Manager provide the following capabilities.
My Organization's
Contacts
- Activity Stream - Collaborate, post and comment on the contact record
- Notes - Add notes, and schedule call backs
- Activities - Manage activities related to each contact
- 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