Web User Manual (ISI, LSI, FSI)

Home
Overview
- Typographical Conventions
General Functions
Managing CRM
Other Programs and Features
- Campaigns and Marketing Activities
Business Specific
- Managing CRM
- Other Programs and Features

Home
Managing CRM

Managing CRM

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

Below topics provide information about managing various areas of CRM:

Order Management
Learn to manage orders.
Key Account Management
The key account management functions in Aurea CRM web provide you with an overview of all information relating to your key accounts.
Inventory Management
You can manage your inventory in Aurea CRM.
Item Master Management
You can enter data on items in the item master in Aurea CRM.
Activities and Appointment Management
Aurea CRM web’s 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’s database. Example - a letter that you received from a customer.
Business Specific - FSI
Here you can find all the topics specific to Industrial Solution - FSI
Business Specific - ISI
Here you can find all the topics specific to Industrial Solution - ISI.
Business Specific - LSI
Here you can find all the topics specific to Industrial Solution - LSI

Managing CRM

©2022 Aurea, Inc. | Aurea is an ESW Capital Group Company