Customer Relationship Management (CRM)

The Customer Relationship Management (CRM) area is where a lot of the interactions with customers will take place.

The CRM section is a user manual for showing staff how to Manage, Search and Record actions that are interactions with customers within the screens and schemes. It also covers written contacts, tasks and warnings

The pages below will take you through pages of managing the CRM:

Member Management
Member Search Tips
CRM Icons and Functionality
Toolbar Actions Section
Journal Entry
Make a Bid
Warnings
Create a Personalised Freesheet

Please Note: The screens detailed above describe some of the pages you may see in your own back office. Other schemes will be similar but may have differences in the detail, however they will all follow the same basic processes but are dependant on the scheme. The system is flexible and configurable to specific schemes and their choices, not all functionality may be present in your own scheme. The pages though will all perform and act in the same way so your processes may vary.