|Use the navigation panel to go to CRM/Maintenance/Interests.
‘Interests’ is used to indicate what a customer or prospect is interested in.
The example below is a wholesaler who sells car parts to both businesses and private clients. Various interests in car parts have therefore be set up under “CRM/Maintenance/Interests“.
This is done by clicking on the ‘Add record’ button in the toolbar/ribbon, writing the car part name and clicking on the ‘Save’ button.
“Interests” are used in: