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CSV Import
General CSV data importing is supported in many modules in the CRM system. The Import button is located in the toolbar at the top of the page of every module. The visibility of the tool is determined in user profiles, where an admin user can set users’ rights for the tool (for more information, see the guide System […]
Target Groups
Target Groups By using target groups you can generate company and personal groups for email marketing, telephone contacting and so on. You can create several different target groups for each need. Creating a Target Group To create a target group, you first need to determine the basic information of the group. The creation starts by clicking […]
Targets
General The Targets module is used to set and measure the organisation’s goals. Depending on the target type, the target is measured by amount or monetary value. When monetary value is used, the wanted product group(s) must be selected to determine which products are counted when measuring the set target. The following target types can […]