CRM - Revision history

Sandy at 21:28, 5 June 2008

2008-06-05T21:28:43Z

← Older revision		Revision as of 21:28, 5 June 2008
Line 11:		Line 11:
	At this moment there are 6 major menu's:		At this moment there are 6 major menu's:

	- Lead		* Lead
	Add all your leads here, in the future it will be possible to		Add all your leads here, in the future it will be possible to
	convert the leads to contacts/company.		convert the leads to contacts/company.
	- Opportunity		* Opportunity
	Add your opportunities here.		Add your opportunities here.
	- Contact		* Contact
	Just like the contacts in Achievo, but with some extra fields.		Just like the contacts in Achievo, but with some extra fields.
	- Company		* Company
	Just like the company in Achievo, but with some extra fields.		Just like the company in Achievo, but with some extra fields.
	- Campaign		* Campaign
	Add your company campaigns here.		Add your company campaigns here.
	- Activity		* Activity
	Add all you activities likes phone calls, emails etc. to contacts/company.		Add all you activities likes phone calls, emails etc. to contacts/company.

Sandy at 21:27, 5 June 2008

2008-06-05T21:27:40Z

← Older revision		Revision as of 21:27, 5 June 2008
Line 12:		Line 12:

	- Lead		- Lead
	Add all your leads here, in the future it will be possible to		Add all your leads here, in the future it will be possible to
	convert the leads to contacts/company.		convert the leads to contacts/company.
	- Opportunity		- Opportunity
	Add your opportunities here.		Add your opportunities here.
	- Contact		- Contact
	Just like the contacts in Achievo, but with some extra fields.		Just like the contacts in Achievo, but with some extra fields.
	- Company		- Company
	Just like the company in Achievo, but with some extra fields.		Just like the company in Achievo, but with some extra fields.
	- Campaign		- Campaign
	Add your company campaigns here.		Add your company campaigns here.
	- Activity		- Activity
	Add all you activities likes phone calls, emails etc. to contacts/company.		Add all you activities likes phone calls, emails etc. to contacts/company.

	All other menu's are for setting most of the dropdowns use in the above menu items.		All other menu's are for setting most of the dropdowns use in the above menu items.
	In the db directory there is an initial.sql with some default settings for the		In the db directory there is an initial.sql with some default settings for the
	dropdowns to see where they are ment for.		dropdowns to see where they are ment for.

Sandy: New page: '''Important:''' Since achievo 1.3.0 this module is part of Achievo! After installation of the module, a new menuitem 'CRM' is added to main menu of Achievo. Since this is a first versio...

2008-06-05T21:27:15Z

New page: '''Important:''' Since achievo 1.3.0 this module is part of Achievo! After installation of the module, a new menuitem 'CRM' is added to main menu of Achievo. Since this is a first versio...

New page

'''Important:''' Since achievo 1.3.0 this module is part of Achievo!

After installation of the module, a new menuitem 'CRM' is added
to main menu of Achievo. Since this is a first version of the CRM
module and it has a long way to go, it has it own company and contacts.
So it can be tested without screwing up your real contacts. Once this module
finished the contacts and company classes will be merged with the current ones.

So what can you do with this first alpha version, well quite a lot.
At this moment there are 6 major menu's:

- Lead
Add all your leads here, in the future it will be possible to
convert the leads to contacts/company.
- Opportunity
Add your opportunities here.
- Contact
Just like the contacts in Achievo, but with some extra fields.
- Company
Just like the company in Achievo, but with some extra fields.
- Campaign
Add your company campaigns here.
- Activity
Add all you activities likes phone calls, emails etc. to contacts/company.

All other menu's are for setting most of the dropdowns use in the above menu items.
In the db directory there is an initial.sql with some default settings for the
dropdowns to see where they are ment for.