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Customer Relationship Manager (CRM)
The Client interface as lengthfully explained in the Client Management Chapter is vital, but one particular need that could surface in a company is still left unsatisfied : the possibility to manage client needs and client prospection.
Therefore, Blue Chameleon has designed an Customer Relationship Management tool as accessible via the eponymous submenu element in the 
command group.
It mainly provides the following possibilities :
- relation-wise manage a potential client, known as a prospect (clients and prospects will be referred to in the following as 'contacts') ;
- send aimed campaigns (such as newsletters) to tactical contact lists ;
- send dedicated letters ;
- finely compose the documents related to those thanks to a handy, built-in document editor ;
- keep a record of all actions (campaigns, letters, appointments,...) pertaining to a particular contact and manage them through time.
Subsections
- Rights related to Customer Relationship Manager
- CRM's Main Page
- Contact managing
- Adding a prospect
- Uploading a list of prospects
- Upgrading a prospect
- Searching for contacts
- Creating contact lists
- Salesperson in charge of a contact
- Actions
- 'Information' actions
- Looking for actions
- Postal campaigns
- Adding a new postal campaign
- Adding a contact list to a postal campaign
- Adding a document to a postal campaign
- Marking a postal campaign as 'sent'
- Duplicating a sent postal campaign
- Canceling an unsent postal campaign
- Electronic campaigns
- Creating an electronic campaign
- Sending an electronic campaign
- Duplicating or canceling an electronic campaign
- Attaching a file to an electronic campaign
- Postal/electronic letters
- Predefined forms
- Action statistics
Next: Rights related to Customer Up: General Tools Previous: Wall