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CRM: Advanced Customer Relationship Management

This Extension Request is "work-in-progress" - as a Partner feel free to add requirements, screen shots etc., as a user or visitor please use our contact form or page comments (below) to contribute.


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"

intranet_crm_lead_list

Next activities

intranet_crm_activities

­Lead Details

intranet_crm_lead_details
­

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