Web User Manual (ISI, LSI, FSI)

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Business Specific
Managing CRM
Business Specific - ISI

Business Specific - ISI

Here you can find all the topics specific to Industrial Solution - ISI.

Below are the topics specific to Industry Solutions International businesses:

Offer Management – ISI
Aurea CRM supports you in adding and editing offers.
Sales Territory Management – ISI
You can assign sales reps and account managers to sales territories in Aurea CRM.
Property Management – ISI
Aurea CRM’s property management functions allow you to depict and manage complex construction projects.
Opportunity Management – ISI
Opportunity management allows you to manage and analyze sales opportunities.
Lead Management – ISI
A lead represents a possible future customer and is normally added by the marketing department. Example - within the scope of a campaign or trade fair.
Companies and Persons – ISI
You can manage your customers (companies and persons) and competitors from the Accounts menu.
Surveys – ISI and LSI
Learn about surveys.
Sales Planning – ISI
The sales planning process allows you to define sales targets for a year and review them.
Currencies – ISI
Aurea CRM allows you to use multiple currencies in parallel.
Invoices – ISI
You can store itemized invoices in Aurea CRM web.

Business Specific
- Managing CRM
- Other Programs and Features

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