Web User Manual (ISI, LSI, FSI)

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- Managing CRM
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Business Specific
Managing CRM
Business Specific - FSI

Business Specific - FSI

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

Below are the topics specific to Financial Services International businesses:

Incident Management – FSI
Learn how to generate and manage incidents to keep in touch with your customers.
Event Management – FSI
Learn how to manage event management using Aurea CRM.
Campaign Management (Enterprise CRM) – LSI and FSI
Learn to design and manage marketing campaign in Aurea CRM.
Customer Service – FSI
Customer service management in Aurea CRM.
Master Data – FSI
Use the Accounts menu to manage customers (persons, companies, associations).
Products and Contracts – FSI
You can store information on customers’ products and contracts in Aurea CRM and manage these products.
Transactions and Revenue – FSI
Learn to add transactions and revenues.
Projects – FSI
Aurea CRM’s project management functions allow you to depict and manage complex projects such as construction projects.
Consultation Documentation – FSI
Aurea CRM web allows you to document customer consultations.
German Stock Trading Act Process – FSI
Learn about the German Stock Trading Act Process.

Business Specific
- Managing CRM
  - Business Specific - FSI
  - Business Specific - ISI
  - Business Specific - LSI
- Other Programs and Features

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