CRM Pad LSI / CG User Guide

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

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Managing CRM.pad

Managing CRM.pad

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

Call Documentation
You can use the call documentation to add all relevant data occurring during a visit.
Accounts
Learn how to view an account's list and details.
Persons
Learn how to add and view persons.
Activities/Calendar
Your activities are displayed in the calendar and you can edit them independently from customer data.
Tasks
You can view your assigned tasks and add new ones.
Item Master
You can view the item master in CRM.pad but you cannot add new items.
Medical Inquiries
Learn to view and edit medical enquiries.
Media
Learn how to view and send media files.
Bulletin Board
You can view messages concerning various topics on the bulletin board.
CRM.intelligence
You can analyze Aurea CRM data with CRM.intelligence.
Control Center
You can access the control center from anywhere within the application.

Managing CRM.pad

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