Difference between revisions of "Customer Manager"

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__notoc__[[Main Page|Home]] > Customer Manager
 
__notoc__[[Main Page|Home]] > Customer Manager
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|style="text-align:right;"|[[Category:Collaboration|Index]]
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==Introduction==
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Customer Manager is a business to business customer relatinship management application that allows you to create, manage and maintain your vital information about your customers.
  
== Introduction ==
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Customer Manager is an application that allows you to create and maintain your vital information about your customers.
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Its a B2B Customer Management Application.
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== Related Articles ==
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== Features ==
 
== Features ==

Revision as of 07:31, 28 July 2017

Home > Customer Manager

Introduction

Customer 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

  • 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