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CRM User Guide

Created by Clotilde Della Faille de Leverghem, last modified on Mar 22, 2016

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CRM
First Steps

Introduction to CRM

Installation

Navigation

Chatter

From Prospect
to Sales

Account & Contact Management

Sales Planning & Account Development Plan

Opportunity Management

Market Segmentation

Sales Reporting & Analytics

Commercial Roadmap (not yet available)

Capturing
Customer Needs

Complaint Management

Sample Request Management

Customer Request Management

The best way to get IT support is to use the new Service One Platform.