Difference between revisions of "Customer Manager"
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| Line 10: | Line 10: | ||
* See all the customers I manage | * See all the customers I manage | ||
* See the split of my customers across industry sectors graphically | * See the split of my customers across industry sectors graphically | ||
| − | * Associate [[ | + | * Associate [[Co-Workers|co-workers]] with customers |
* Manage contacts for customers | * Manage contacts for customers | ||
* Manage [[My Activities |activities]] for customers | * Manage [[My Activities |activities]] for customers | ||
Revision as of 14:47, 23 February 2015
Home > Customer Manager
Introduction
Customer Manager is an application that allows you to create and maintain your vital information about your customers.
Its a B2B Customer Management Application.
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