Product and Items - FS only

Learn how to add product and items and manage them.

Aurea CRM web allows you to:

• Manage items in the Product Master info area and transfer data from the item master to other info areas, see Product Master.
• Search for products
• Store a wide range of products (accounts, loans, building society accounts, services, securities, insurance policies) for your customers, see Product Types.
• Create risk profiles for securities according to MiFID.
• View all a customer’s products, see Product Overview.
• Store multiple companies and persons as participants in various roles, see Roles.
• Load and transfer the bank details for each product, see Bank Account Details.
• Add multiple products to a contract, Contract.
• Store information on activities and/or campaigns for each product and contract, see Linking Products/Contracts to Activities.
• Maintain data in the Item Master info area with descriptions, prices etc. in order to manage promotional material, see Item Master.