Difference between revisions of "Customer Manager"
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Revision as of 15:00, 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