CRM Pad LSI / CG User Guide

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Introduction to CRM.pad LSI / CRM.pad CG
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User Interface
Basic Functions
Managing CRM.pad

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Managing CRM.pad
Activities/Calendar

Activities/Calendar

Your activities are displayed in the calendar and you can edit them independently from customer data.

Activities are color-coded depending on their type.

Displaying Activities in the Calendar
Learn how to display activities on calendar.
Calendar Views
You can view your calendar in different views.
Adding an Activity in the Calendar
Learn how to add an activity in the calendar.
Activity Details
Learn how to display activity details.
Editing Activities
Learn how to edit activities.
Follow-up Activities
Sometimes follow-up activities are required during a business process.
Sending Email to Multiple Activity Participants
You can send emails to multiple participants for an activity.
Route Planning
The route planning is available in the calendar. Routes must be defined in Aurea CRM web beforehand.

Managing CRM.pad

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