crm.case.channel.tree crm.case.channel crm.case.channel.form crm.case.channel Channels crm.case.channel form tree,form

Click to define a new channel.

Use channels to track the soure of your leads and opportunities. Channels are mostly used in reporting to analyse sales performance related to marketing efforts.

Some examples of channels: company website, phone call campaign, reseller, etc.

crm.case.stage.tree crm.case.stage crm.case.stage.form crm.case.stage Stages crm.case.stage form crm.case.categ.form crm.case.categ crm.case.categ.tree crm.case.categ crm.case.resource.type.tree crm.case.resource.type crm.case.resource.type.form crm.case.resource.type Campaigns crm.case.resource.type form crm.segmentation.line.tree crm.segmentation.line crm.segmentation.line.form crm.segmentation.line crm.segmentation.form crm.segmentation crm.segmentation.tree crm.segmentation Segmentation crm.segmentation form Contacts Segmentation crm.segmentation form tree,form

Click to define a new customer segmentation.

Create specific categories which you can assign to your contacts to better manage your interactions with them. The segmentation tool is able to assign categories to contacts according to criteria you set.

crm.payment.mode.tree crm.payment.mode crm.payment.mode.form crm.payment.mode Payment Mode crm.payment.mode form tree,form