1. Sugester Help
2. CRM

CRM

• Client portal 6

  • Custom domain for the Client Portal
  • 'Visible in portal' feature
  • Client portal
  • Client portal - a welcome message
  • Access settings in the Client Portal
  • Sign up/Login

• CRM Settings 14

  • Deleting/editing custom fields
  • Merging clients by domain
  • Automatically create new clients/contacts based on email
  • User responsible for a client
  • Custom fields in CRM module
  • CRM display options
  • Client's sensitive data
  • Adding/displaying news from RSS channels on client's card
  • Clients column view
  • “Paid” field on the customer card

• Importing data from other systems 5

  • Importing emails database to Sugester
  • Importing customer database to Sugester
  • Importing customer contact database
  • How to repair a client database file in order to be able to import it into Sugester
  • Importing deals database to Sugester

• Basic operations in CRM 13

  • 'Last activity' column on clients list
  • How to export a list of clients/contacts
  • Tagging clients
  • Adding avatar to a client
  • Adding notes to clients
  • Next/previous button in client's profile
  • Duplicated records
  • Reversed advanced search
  • How to change the order of custom fields (eg. in client's profile)
  • Merging clients

• Working with deals 14

  • What are deals for?
  • Searching for deals by the invoice number
  • Shortened deal's description in client's profile
  • Buyer different than receiver
  • Deals column view
  • Dictionary for deals
  • Pipeline and sales forecast
  • Adding tasks to deals
  • Custom fields in deals
  • Update deals name from invoice position

• Document templates 3

  • Document template
  • Creating template document for deal or client
  • Variables for document templates

• Contacts 6

  • Assigning contact to a department
  • Deleting contacts
  • How to change columns order in the Contact list
  • Statuses in contacts
  • Adding avatar/picture to the contact
  • Contact's profile view