Professional Documents
Culture Documents
CRM User Manual
CRM User Manual
Manage Lead
2.Manage Task
In Manage Task option you can set meeting schedule on particular date &
time,
You can attach important documents,
Base data come from Manage Lead option
System will fire the SMS or e-Mail before 4hrs (according to the basic
setting)& it goes to Owners Mobile as well as Customer/Vendors Mobile,
What ever written in remark that details will come in SMS.
3.Manage Contact
When you have to contact customer/vendor more than 2-3 times, Please fill
up the detail in Manage Contact
You can attach important documents of that company
You can Search & Update data in second tab
You can modify caption & hide the field thru third tab
4. Manage Opportunity
5. Manage Order
6. Travel Master