Getting started with CRM in Viindoo¶
Requirements
This tutorial requires the installation of the following applications/modules:
Viindoo CRM
Customer Relationship Management (CRM) is a strong application to optimize marketing cost and boost revenue by organizing sales activities (track leads, follow up and win opportunities) and understanding customer insights.
This post is about:
Key features of CRM;
How to install CRM in Viindoo;
User access rights.
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Key features of CRM¶
Customer Information Management;
Lead/Opportunity management;
Sales Team management;
Customer service activities (email, calling, meeting, …);
Lead/Opportunity Report (line/bar/pie chart, pivot table, …);
Conversion rate Report.
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How to install CRM in Viindoo¶
First, go to Viindoo Apps from the user overview interface.
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Search the keyword “CRM” in the search bar, then click Install button.
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User access rights¶
CRM app has the same access rights as the access rights on Sales App.
See also
Related article
Optional module