CRM groups refer to how the topics are grouped.
- External partner
- Media campaign leads
- Social media
- Existing customers
You can create and define all the desired CRM groups. Here, they have chosen to group according to how “important” a customer / topic is to the company.
CRM groups are used in:
- Debtor & Prospects
You can watch a video here about the CRM module: https://www.uniconta.com/da/video/crm/5-fordele-med-uniconta-crm/