CRM
The CRM module is used to enter customer information and send, receive, and track interactions.
- Add / Modify Campaigns
- Add / Modify Categories
- Add / Modify Custom Screen
- Add / Modify Default Calendar Color
- Add / Modify Emailing Lists
- Add / Modify Event Notifications
- Add / Modify Letters
- Add / Modify Pick Lists
- Add / Modify Status Descriptions
- Add / Modify Temperatures
- Add a New Entity
- Add New Floorplan Company
- Alerts
- Cell Providers
- Club Member Discount Plans
- Consolidate Entities
- Custom Zip Codes
- Customer / Entity Profile
- Edit Customizations
- Email Authentication Update for Microsoft Outlook
- Email Exceptions
- Email Options / Settings
- Formatting Letters
- Lead Rotations
- Letter Printing
- Prospect Reassignment
- Receptionist List
- Set All Print Statements
- Set Up Email Signature
- Task Management