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What’s new?

Check out the information about the latest update of CRM-service
Release Notes

Popular Articles

  • Survey Themes
  • Surveys – Basic Guide
  • Survey Editor
  • Targets
  • Setting Up a New Survey

Tips

Need help with the terms or other tips? Check our basic guide.
Help & Glossary
  • Home Page Charts

    General With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s...
  • Sales Funnel

    General With the sales funnel, for example, offers can be displayed according to their stages in the sales funnel. A...
  • How to Add Charts to the Entity

    General Charts are a useful reporting tool which can be used to represent data in visual form. By using the CRM2...
  • Targets

    General The Targets module is used to set and measure the organisation’s goals. Depending on the target type, the target...
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