CRM: Advanced Customer Relationship Management
This feature is available in ]po[ > 5.0
Please see package: [CRM Opportunity Management]
Lead Management
- List leads in separate tab
- Convert leads to projects
- Convert leads to contacts
- Manage contact history
- Report: Follow up / Reminder
Outlook integration
- Import of single outlook contacts
- Export all contacts to Outlook DB for offline access
Mass Mailing
- Create lists of users based on user attributes (including DYNFIELD-attributes) through GUI [done -> V4.0]
- Store lists [done -> V4.0]
- Send mass mailing to lists [done -> V4.0]
- Opt-in/Opt-out of these lists
Sales Opportunities
- Creation of sales opportunities connected to customer companies
Mock-Ups
New tab "Leads"
Next activities
Lead Details