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CRM
CRM bundles contacts, activities, opportunities and next steps related to customers and prospects.
CRM
CRM bundles contacts, activities, opportunities and next steps related to customers and prospects. It provides a comprehensive overview of all communication paths and supports the company in customer approaches and customer loyalty.
Your quick start
- Open the desktop CRM.
- Check existing records, statuses and relationships before creating or changing anything.
- Save consciously and control the result in the immediately following process.
That's what matters
An activity is only valuable if the partner, responsible person, result and next deadline are clear.
Matching depressions
- Basics
- Contact person
- Calendar
In this chapter
Related topics
- Basics
- Contact person
- Calendar
Frequently asked questions
What do I use CRM in X-ERP for?
CRM bundles contacts, activities, opportunities and next steps related to customers and prospects.
What should I particularly check?
An activity is only valuable if the partner, responsible person, result and next deadline are clear.