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office:customer_relations_management:manage_crm_lists [2009/03/05 05:55] markphsd |
office:customer_relations_management:manage_crm_lists [2018/12/23 12:11] (current) |
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| ====== Manage Customer Relation Lists ====== | ====== Manage Customer Relation Lists ====== | ||
| - | Office - CRM - Contacts or Office - CRM - Dispatching | + | The CRM list is a powerful customizable list that can be printed or exported by a manager or sales representative. You can create your own lists with customized fields as per your requirements. These lists are user defined and provide reports for a group of sales representatives and users looking for common information. You can also add/delete lists using the List Manager in CCS. |
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| + | You can access the List section in CCS in two ways | ||
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| + | CCS Office-Touch >> Office Menu >> CRM_Promotions >> Contacts | ||
| + | CCS Office-Touch >> Office Toolbar >> CRM >> CRM Center >> Contacts | ||
| - | This feature allows managers to customize on screen reports, that are used to view contacts or dispatchers. | ||
| The three columns will be explained in detail: | The three columns will be explained in detail: | ||
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