CRM tab

Customer Relationship Managment (CRM)

Click on the edit button to to update the CRM information

• Current Status: Select the right type of status for your client. Status type: New, Prospect, Client, Suspended, Abandoned, and Supplier.
  
  
• Initial Contact: Select how you first contact with the client. Contact type: In Person, Telephone and E-Mail
  
  
• Referred By When you selected Referred By, you can find or input the client who referred them to your company.
  
  
• Future / Last Contact: Select the date for the last time you contacted the client in the last contact date box. Select the date you are going to contact the client in the future contact date box. After you contact the client, click the move button to move the next contact date to the last contact date.
  
  
• Christmas Card: Check the checkbox to identify that you want to sent a Christmas card to the client. The text box below the checkbox allows you to save individual names and information that can be written on the card.  The drop down box at the end of the line is to select a gift or promotional item to send with the card.
  

Click on the update button to save the CRM information

• Add Note Button: Click the add note button to create a new note for this client, the system automatic fill the current date and the user name, select the in person, telephone, or e-mail type.  Type your note in the note box. Click save button to save the new note. All the notes are showed in the CRM tab.
  
  
• Edit Button: Select the note you want to edit, click the save button to save the changes.
  
  
• Print Notes Button: It opens a new window with all your notes for the client, click print to print out all the notes.