CRM

Deepser's CRM (Customer Relationship Management) module helps you manage, control, and maintain your customers, contacts, and company records. You can also manage sales opportunities, tracking their potential profits, probabilities, and related tasks. The CRM consists of three main categories: Accounts for customer companies, Contacts for individuals, and Opportunities for sales pipeline tracking.

Articles

• Creating an Account in the CRMCreate a CRM account and understand the standard input form fields.
• Address FunctioningManage account addresses and multi-location companies in the CRM module.
• Creating a Contact in the CRMCreate a CRM contact and understand the standard input form fields.
• Contact Types in CRMCreate and configure custom contact types alongside the default Contact and Lead types.
• Creating an Opportunity in the CRMCreate a CRM opportunity and understand the standard input form fields.
• Opportunity Types in CRMCreate and configure custom opportunity types in the CRM module.
• CRM ListsCustomize list-type fields used across CRM models.
• Synchronize CRM with CompaniesSync CRM Accounts with Deepser Companies, including advanced sync configurations.