Difference between revisions of "Customer Manager"
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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