The CRM module is designed for campaign management, follow-ups and sending out newsletters.
During maintenance, you have to set up different parameters to make the module work, depending on what business you have and how you want to use the module.
Setup of the CRM module takes place under the menu item Maintenance.
Here you need to create:
- Interests [Read here]
- Products [Read here]
- CRM groups [Read here]
- Follow-up groups [Read here]
- Campaign groups [Read here]