Instructions for Setting CRM: Customer Request Management Solution
From Planfix
To use CRM: Customer Request Management, you must first configure it according to your preferences. The available settings include the following:
- Task and Contact Templates.
- Processing of requests by multiple employees.
- Integration with different communication channels.
- Customizing fields in the goods/services directory.
- Customizing fields in the data tags.
- Adding new stages to the sales funnel.
- Setting up automatic scripts.
- Creating a task template for sending emails to contacts.
- Restrictions on bulk emails from Planfix.