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CRM Web Business Logic OTC
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Business Logic Specific
Business Logic Specific
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Other Programs and Features
Other Programs and Features
Explore additional capabilities offered by Aurea CRM solution.
Companies and Persons
Learn how to add companies and persons and manage them.
Currencies
Aurea CRM allows you to use multiple currencies in parallel. Exchange rates are used to convert values between currencies.
Items
You can manage the items offered by your company in the item master in Aurea CRM. The item master stores all items.
Offers and Orders
If you submit an offer to a customer, you can save the offer in Aurea CRM web.
Expenses and Receipts
Learn how to add expenses and receipts for reps.
Campaigns and Marketing Activities
Learn to plan, execute and monitor marketing campaigns.
Events
Learn about event planning, management and monitoring in Aurea CRM.
Customer Service
Learn how to handle customer service tasks.
Business Logic Specific
Here you can find the topics specific to Web Business Logic - BTB, OTC, FS.
Properties - BTB only
Learn to use the properties info area to store basic information on construction projects or real estate such as the address, property type, start of construction and the estimated order volume.
Product and Items - FS only
Learn how to add product and items and manage them.
Business Logic - OTC only
You can find all Business Logic - OTC specific topics discussed here.
Other Programs and Features
Companies and Persons
Currencies
Items
Offers and Orders
Expenses and Receipts
Campaigns and Marketing Activities
Events
Customer Service
Business Logic Specific