CRM: Difference between revisions
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At this moment there are 6 major menu's: | At this moment there are 6 major menu's: | ||
* 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 | |||
Add your opportunities here. | Add your opportunities here. | ||
* Contact | |||
Just like the contacts in Achievo, but with some extra fields. | Just like the contacts in Achievo, but with some extra fields. | ||
* Company | |||
Just like the company in Achievo, but with some extra fields. | Just like the company in Achievo, but with some extra fields. | ||
* Campaign | |||
Add your company campaigns here. | Add your company campaigns here. | ||
* 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. | ||
Latest revision as of 21:28, 5 June 2008
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.