CRM Phase 1 - Flipbook - Page 2
Table of Contents
CRM Phase 1
1.
Creating a Diary Entry ......................................................... 13
2.
Sending an Email ................................................................ 17
3.
Searching for CRM Records ................................................ 21
4.
Creating Customer Records ................................................ 25
5.
Attaching Customers to Company Records ......................... 31
6.
Creating Company Records ................................................ 35
7.
Detaching Customers from Company Records.................... 39
8.
Audit Control and Record Information ................................. 43
9.
Creating Extra Detail Information......................................... 47
10.
Adding Notes to a CRM Record .......................................... 53
11.
Adding Fleet Spread to a Company Record ........................ 57
12.
Adding Purchase Detail to a Company Record.................... 61
13.
My Customers – Selecting a Record ................................... 65
14.
My Customers – Selection Criteria Reports ......................... 69
15.
Creating Vehicle Records .................................................... 73
16.
Attaching Vehicles to a Customer Record ........................... 79
17.
Detaching Vehicles from Customer Records ....................... 83
18.
Database Cleansing and Contact Management Reports ..... 89
19.
Marking a Vehicle Record for Deletion ................................ 95
20.
Marking a Customer Record for Deletion............................. 99
21.
Marking a Company Record for Deletion ............................. 103
22.
Getting Started .................................................................... 107
23.
CRM Strategy ...................................................................... 109
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