Entering users in the CRM module
The procedure describes an example of how you can enter and maintain users in the sales support system in Visma Business.
Adding contact persons
The procedure describes an example of how you can enter contact persons in the CRM module in Visma Business.
Adding prospects
The procedure describes an example of how you can enter prospects in the CRM module in Visma Business.
Converting address to prospect
The procedure below describes how you use the Addresses table to convert addresses into prospects.
Kampanjer
Kampanjrelaterade tabeller. En kampanj är en säljfrämjande åtgärd för att under en viss tidsperiod försöka öka försäljningen av en ny eller gammal produkt.
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