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Installazione ed Aggiornamento
Migrazione CRM verso nuovo server
Processo di Enrollment
Panoramica tecnica
Configurare il SettingsConfig
Active Directory
UCloud
Integrazione VOIP
Integrazione Tustena CRM Vs. Asterisk
LoopBack
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La giacenza di Gamma
Accedere in modo sicuro a GMail e GCalendar dal CRM
Il flag di Sync Mobile
Autenticazione 2 fattori
Tab Dinamici
Moduli dinamici nella pagina Oggi
Configurazione Fasce Orarie
Business Objects Interaction
Configure the State Service on the ASP.NET State Server
Dynamic Tabs
Quick summary of the different modes of session state
Contacts
New contact
New email
Installazione ed Aggiornamento
Migrazione CRM verso nuovo server
Processo di Enrollment
Panoramica tecnica
Configurare il SettingsConfig
Active Directory
UCloud
Integrazione VOIP
Integrazione Tustena CRM Vs. Asterisk
LoopBack
Configurazione SMTP Office 365
Configurazione TeamSystem ID
Configurazione Costi Attività
SPF Result
La giacenza di Gamma
Accedere in modo sicuro a GMail e GCalendar dal CRM
Il flag di Sync Mobile
Autenticazione 2 fattori
Tab Dinamici
Moduli dinamici nella pagina Oggi
Configurazione Fasce Orarie
(4)
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Lead (Manual)
Lead
¶
Argomenti collegati:
Company
Manual in English
Management fields additional
New appointment
New dual appointment
The
section is the management of the tabs of the leads. U n lead is potentially interested natural or legal entity to the product with which comes into contact, but who do not can still be categorized as customer given the high degree of uncertainty.
The splash screen features are quite similar to those contacts (
Contacts
).
Schenda Lead
¶
On this screen you will see all the lead data:
to automatically create a card company and/or a card to replace the tab lead contact back it all key data click
:
Select the entry you want; if the last option is selected, you must select an existing farm: insert a search, click
key and select the company desired; after you click
;
to view the log of changes to the tab click
;
to see what contacts are associated with the main holding click
(
Contacts
);
to return to the last search click
;
to
New contact
click
;
to print tab click
;
clicking
you can quickly send e-mail to an address choice lead; tab
If you have created at least a welcome (
(
New email
)) mail you send them one to lead by selecting it in the list and clicking
; you can change the e-mail address where there is this need;
you just click on the email address to send mail to the lead (via e-mail handler).
ScrewTurn Wiki
version 3.0.5.600. Some of the icons created by
FamFamFam
.