Overview of the Customer Relationship Management Module
The Customer Relationship Management (CRM) module provides tools to manage leads, sales opportunities, customer relationships, partner information, onboarding activities, and sales documentation. Supports the complete sales lifecycle from lead qualification through opportunity management, customer onboarding, and relationship tracking.Key Features of the Customer Relationship Management Module
Leads
Manage lead records, track lead progress, and convert qualified leads into business opportunities.
Opportunities
Manage sales opportunities throughout the sales pipeline, from qualification to closed outcomes.
Pipeline
Manage sales pipelines and revenue goals while monitoring opportunity progress and projected revenue.
Contact Management
Manage customer contact information and maintain contact records associated with sales activities.
Partner Management
Manage partner information and maintain business relationships associated with customers and opportunities.
Documents
Manage CRM-related documents and folders. Organize, upload, and maintain supporting sales documentation.
Onboarding Tickets
View and manage onboarding requests created from successfully won opportunities and track onboarding progress.
Module Access
1
Select the Module Menu icon
2
Select the Customer Relationship Management Module
