Difference between revisions of "Customer Manager"
Jump to navigation
Jump to search
| Line 10: | Line 10: | ||
* Associate [[What_are_Co-Workers? |co-workers]] with customers | * Associate [[What_are_Co-Workers? |co-workers]] with customers | ||
* Manage contacts for customers | * Manage contacts for customers | ||
| − | * Manage [[ | + | * Manage [[My Activities |activities]] for customers |
* See current requests for customer (if you also have ''Service Manager'') | * See current requests for customer (if you also have ''Service Manager'') | ||
* Attach files (documents etc.) to a customer organisation | * Attach files (documents etc.) to a customer organisation | ||
Revision as of 12:23, 2 February 2015
Home > Customer Manager
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