Difference between revisions of "Customer Manager"
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(Created page with " What is Customer Manager? What are Contacts What are Organisations? [[How do I find_...") |
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| + | ''Customer Manager'' is an application that allows you to create and maintain your vital information about your customers | ||
| − | [[ | + | Features include:- |
| + | :* 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 14:36, 12 January 2015
Customer Manager is an application that allows you to create and maintain your vital information about your customers
Features include:-
- 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