CRM help

Relationship and service

Contacts, calls and follow-ups, disputes, renewals and recoveries, deals and the pipeline, service tickets and conversations on sales documents.

Contacts, activities and follow-ups Contacts are the people at each customer. Activities record what was done (calls, meetings, visits). Follow-ups are what must be done next, by whom and when. None of…
Disputes, renewals and recoveries Three small case queues sit on the Follow-ups page: disputes about invoices, renewals of recurring invoices, and recoveries after a cancelled order. Their timers move…
Opportunities and pipelines The sales pipeline: deals for your customers, by stage, with value and probability, and a weighted forecast. Deals change nothing in Accounting; a quotation is made on…
Service tickets and document threads A service ticket tracks a customer's issue with an owner and a response time. A document thread is a conversation about one sales document. Neither changes anything in…