Campaign Segmentation General Campaign segmentation is an important part of marketing strategy, helping organisations target their messages to the right audiences. Segmentation...
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...