Setting up CRM

Provides information about how to set up CRM.

Contact person list

Provides information about how to filter and update the contact person list.

Business relations

Provides information about the concept of business relations and provides information on what to do with them.

Import business relations

Provides information about importing business relations from lists of sales leads or potential customers, etc.

Campaigns

Provides information about the concept of a campaign and how to create campaigns and subcampaigns.

Mailings

Provides information about the concept of mailings and how to create and update mailing lists and mail merge files.

Telemarketing

Provides information about telemarketing, call lists, and call list targets.

Activities

Provides information about creating, closing, and updating activities.

Quotation

Provides information about sales quotations.

E-mails

Provides information about e-mails and e-mail groups.

Document management

Provides information about document management and how to create, send, and copy documents.

Encyclopedia

Provides information about the encyclopedia and how to create encyclopedia links.

Microsoft Office Outlook integration

Provides information about Microsoft Office Outlook integration and synchronization.

Sales management statistics

Provides information about sales management statistics, default values and queries, and sales targets.

Price simulation

Provides information about price simulations, history, and discounts.