CRM

Beslektede emner

• 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.
• Converting prospect to customer
  The procedure below describes how you can convert prospects into customers.
• Aktiviteter
  Tabeller knyttet til aktiviteter.
• Dokumenter
  Tabeller knyttet til dokument.
• Kampanjer
  Tabeller knyttet til kampanjer. En kampanje er et salgsfremmende tiltak for å prøve å øke salget av et nytt/gammelt produkt i en bestemt tidsperiode.