Campaign Segmentation
General Campaign segmentation is an important part of marketing strategy, helping organisations target their messages to the right audiences. Segmentation...
Data Management
How to manage data in different registries and reports
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Campaigns
General Campaigns in CRM can be used for many purposes. At their simplest, campaigns can be used to plan customer... -
Report Generator
General The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the... -
Targets
General The Targets module is used to set and measure the organisation’s goals. Depending on the target type, the target... -
Target Groups
General By using target groups you can generate company and personal groups for email marketing, telephone contacting and so... -
Searching for Duplicates with the Report Generator
General The report generator can be used in cases where you want to find out if there are duplicates in your... -
CSV Import
General CSV data importing is supported in many modules in the CRM system. CSV data import can be used in the... -
Account hierarchy visualization
General Account hierarchy can be used to structure complex organizations and hierarchy visualization will show these parent-child relationships, so it... -
Merge Entity module tool
General This tool is used to merge the information of duplicate entities, including relations. You can do this with entities that... -
Restricted Fields
General The Restricted Fields feature allows certain contact information to be visible only to users who have been explicitly granted...
What’s new?Release Notes