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CRM User Guide

Created by Clotilde Della Faille de Leverghem, last modified on Apr 01, 2016

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CRM
First Steps

Introduction to CRM

Navigation & Chatter

From Prospect
to Sales

01. Account & Contact Management

02. Sales Planning & Account Development Plan

03. Opportunity Management

04. Quotation

05. Market Segmentation

06. Sales Reporting & Analytics

07. 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.