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office:customer_relations_management:crm_lists [2009/03/05 05:57] markphsd |
office:customer_relations_management:crm_lists [2018/12/23 12:11] (current) |
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| ====== Contact Management Lists ====== | ====== Contact Management Lists ====== | ||
| + | Office ToolBar - CRM - Contacts | ||
| + | |||
| + | Learn how to create your own lists: | ||
| [[Manage CRM Lists]] | [[Manage CRM Lists]] | ||
| - | Office ToolBar - CRM - Contacts | + | ===== What are Customer Lists? ===== |
| The CRM list is a powerful customizable list view of fields chosen by a manager or sales rep. The "Contacts Tree" on the left that displays the results:, All Contacts, All Patients, Doctors, Temp are all user defined tree nodes. The List that displays shows user defined fields from a field list selection. The results are user defined. This allows a excellent user defined, interactive report for a common group of sales reps or users looking for common information, such as doctors, customers in a city or zip code, or customer accounts that are billable. Review the "Manage lists" Section on how to setup these lists. | The CRM list is a powerful customizable list view of fields chosen by a manager or sales rep. The "Contacts Tree" on the left that displays the results:, All Contacts, All Patients, Doctors, Temp are all user defined tree nodes. The List that displays shows user defined fields from a field list selection. The results are user defined. This allows a excellent user defined, interactive report for a common group of sales reps or users looking for common information, such as doctors, customers in a city or zip code, or customer accounts that are billable. Review the "Manage lists" Section on how to setup these lists. | ||
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