The CRM module is designed to help users manage their marketing, follow up with clients and prospects and send out news updates.
To get started, set the parameters up for the module under CRM/Maintenance. The parameters will determine how the business wants to use the CRM module for their particular needs.
Set the following parameters here, under Maintenance:
- CRM groups
- Follow-up groups
- Campaign groups
Read about each of the parameters in the relevant articles in this CRM section.