✕
Close
Web User Manual (ISI, LSI, FSI)
Home
Using this help
Notices
Documentation PDFs
Support
Overview
Typographical Conventions
General Functions
Login
Roles and CRM Processes
Info Areas
User Interface
Settings
Searching
Adding Records
Editing, Viewing and Deleting records
Exporting
Reps
Participants and Roles
Default Values
Calendar
Timeline
Queries
Quick Query (Enterprise CRM)
Change Notifications Service (Enterprise CRM)
Analyses
Key Performance Indicators Dashboard (Enterprise CRM)
Quick Add
Multilingual Texts
Notes
Social CRM
Idea Management
Yammer
CRM.launcher
Aurea CRM web offline
Administrative Tasks
Keyboard Shortcuts
Managing CRM
Order Management
Key Account Management
Inventory Management
Item Master Management
Activities and Appointment Management
Document Management
Other Programs and Features
Campaigns and Marketing Activities
Business Specific
Managing CRM
Other Programs and Features
Aurea CRM Web User Guide - ISI, LSI, FSI
Search
Overview
Aurea CRM web is a web-based application that accesses the Aurea CRM database and that include a large number of standard CRM processes.
General Functions
Learn about the General functions for Aurea CRM.Web ISI.
Managing CRM
Manage CRM to provide custom configuration to meet and facilitate your internal processes.
Other Programs and Features
Explore additional features and functions in Aurea CRM.
Business Specific
Here you can find the topics specific to Industrial Solution - ISI, FSI, LSI.