CRM: Difference between revisions
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... |
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- Lead | - Lead | ||
Add all your leads here, in the future it will be possible to | |||
convert the leads to contacts/company. | |||
- Opportunity | - Opportunity | ||
Add your opportunities here. | |||
- Contact | - Contact | ||
Just like the contacts in Achievo, but with some extra fields. | |||
- Company | - Company | ||
Just like the company in Achievo, but with some extra fields. | |||
- Campaign | - Campaign | ||
Add your company campaigns here. | |||
- Activity | - 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. | 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. | ||
Revision as of 21:27, 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.