CRM Pad ISI User Guide

Home
Introduction to CRM.pad ISI
- Logging On
User Interface
Basic Functions
Managing CRM.pad

Home
Managing CRM.pad
Companies

Companies

You can edit data for companies that are assigned to you offline (in a local database) as well as online in the Aurea CRM database.

Viewing Companies
You can view or edit stored company data or add child records like contact persons or tasks in the Company area.
Adding Companies
Learn how to add companies.
Contact Times
You can edit contact times for accounts or persons.
Circle of Influence (CoI)
The circle of influence displays relationships in a graphical overview and can be called from a company or institution.
Participations
Companies and contact person can participate in a business transaction several ways in different roles, e.g. as customer, supplier etc.
Orders
You can only view and edit existing order of a company, but you cannot add new order.

Managing CRM.pad

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