Work Flows

Danish version Top  Previous  Next

Below you will find a series of descriptions on how to complete common tasks in the ChannelCRM system

Send out a Newsletter

This section will show you how to send out a newsletter from a Campaign

Remove a duplicate record

If you have more than one version of a company you will want to get rid of the duplicate company

Create a New Company

Here you will learn how to create a new company

Create a New User

Here you will learn how to create a new user

Build a Forecasting Model

A walk through the steps you need to pepare and set up your forecast model




 

 

 

 


Page url: http://www.channelcrm.net/us/index.html?net_arbejdsopgaver.htm