This topic has 1 reply, 2 voices, and was last updated 7 years, 9 months ago by Benjamin.

CRM example

smokerzone August 23, 2017 at 12:33 am

Do you have an example screen of how CRM works?

Benjamin August 23, 2017 at 10:07 am

First set up attributes for CRM (select CRM in step 3)

Adding New Attributes

You can then click “F7 CRM” button at bottom-middle of the customer details screen to track CRM data.

Here’s an example of our own CRM screenshot. All fields are custom attributes. You can add your own CRM fields, columns, and screen layout.

Tagged: customer relationship management example screen crm

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