7. CRM
From TrueERP wiki
Overview
Download the worksheet from CRM and complete
- Source Tracking Training
- Source List Training
- Defining Customers Training
- Source Tracking Training
- Adjusting Enquiries Training
- Leads Training
- Leads Video Training
- Mail Merge Training
- Emails and Spam Training
- Mail Merge Customers Training
- Mail Merge Template Training
- Loyalty Setup Training
- Loyalty Video Training
- Reward Points Assigned Training
- Displaying Points Training
- POS Points Training
- Redeeming POS Points Training
- Showing Customer Points Training
- CRM Reports Training
- CRM, Marketing and Leads Training
- FeedBack Reports Training
- Customer History Training
- Customer Contacts Training
- Contact Correspondence Training
- New Contacts Training
- Customisable Fields Training
- Follow Ups Training
- Global List Training
