CRM Web Business Logic OTC

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Managing CRM
Other Programs and Features
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- Managing CRM
- Other Programs and Features

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Managing CRM

Managing CRM

Learn to manage CRM to provide custom configuration to meet and facilitate your internal processes.

Appointment Management
Appointment management supports you in collaborating efficiently within your company and with your customers.
Document Management
You can store existing documents in Aurea CRM Web database.
Sales Management
Learn how to manage sales and support.
Inventory Management Overview
Learn how to manage your items and products using Inventory management. Here the info areas and functions involved are described without dictating a fixed approach to inventory management.
Campaign Management (Enterprise CRM) overview
The Campaign designer allows you to quickly create a campaign in an intuitive way and uses a graphical representation to make the campaign design process simple.
Accounts Managers - OTC only
Learn how to assign field reps and account managers to companies.
Territory Management - BTB only
Learn how to assign sales rep and account managers to specific sales territories and manage them.
Sales Territory Management - FS only
Learn how to assign Account managers to specific sales territories in Aurea CRM.

Managing CRM

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