CRM User manual
CRM User manual
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Company Master User Manual
Company Master User Manual Version: V.1.0.28 Prepared by: Issac Date: April 28, 2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions 4.1 Setting Up Company Master Data 4.2 Managing Company Information 4.3 ...CRM - EMPLOYEE MASTER - USER MANUAL
? USER MANUAL – EMPLOYEE MASTER (CRM) 1. Purpose The Employee Master module is used to maintain and manage all employee details in the CRM system. It stores basic information, work details, and login roles for each user. This ensures proper task ...CRM - CONTACT MASTER - USER MANUAL
? USER MANUAL – CONTACT MASTER (CRM) 1. Purpose The Contact Master module is used to record and manage all individual contact details linked to companies in the CRM system. Each contact represents a person (e.g., customer, lead, or decision-maker) ...CRM COMPANY MASTER - USER MANUAL
? USER MANUAL – COMPANY MASTER (CRM) 1. Purpose The Company Master module is used to create and manage company (lead or customer) information in the CRM. It stores company details, addresses, and additional business information, which helps the ...Zealit CRM – Deals User Manual
Zealit – Deals User Manual Version: V.1.0.28 Prepared by: Issac Date: April 29, 2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions 4.1 Creating a New Deal 4.2 Filling in Deal Details 4.3 Viewing and ...