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xTuple ERP Reference Guide

  
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Chapter 6. CRM Module
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Chapter 6. CRM Module

1. Incident
1.1. New Incident
1.2. List Incidents
2. To-Do
2.1. New To-Do List Item
2.2. To-Do List
2.3. Calendar List
3. Project
3.1. New Project
3.1.1. Create New Task
3.2. List Projects
3.3. Worksheets
3.3.1. Worksheet
4. Opportunity
4.1. New Opportunity
4.2. List Opportunities
5. Reports
5.1. Time and Expense History
5.2. Order Activity by Project
6. Account
6.1. New Account
6.2. List CRM Accounts
7. Contact
7.1. New Contact
7.2. List Contacts
8. Address
8.1. New Address
8.2. List Addresses
9. Documents
9.1. List Documents
10. Utilities
10.1. Edit Owners
10.2. Create Recurring Items
10.3. Contact Merge
10.4. Merge Accounts
10.5. Fix Countries
11. Setup
11.1. Configure
11.1.1. Configure CRM
11.2. Master Information
11.2.1. Characteristics
11.2.2. Titles
11.2.3. Incident Categories
11.2.4. incident Priorities
11.2.5. incident resolutions
11.2.6. Incident Severities
11.2.7. Opportunity Sources
11.2.8. Opportunity Stages
11.2.9. Opportunity Types
11.2.10. Project Types

The CRM module organizes all of your contacts in one central location. This ideal setup eliminates the need for duplicate entries when an account has multiple classifications (i.e., a customer who is also a vendor) or when a contact is associated with more than one entity.

Initially, you categorize accounts as either an organization or individual. Then identify the accounts as a customer or prospect, and further define them as a vendor, partner and/or competitor as needed. Additional functionality is available when various classifications are selected.

From CRM you can manage incidents, create to-dos, monitor projects and track opportunities. You have the ability to create stand alone to-dos or associate to-dos with incidents and opportunities.

The following topics will be covered in this chapter:

  • Universal address book

  • Accounts

  • Contacts

  • Incident management

  • To-Do list management

  • Project management

  • Opportunity management

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8.1.1. Configure Manufacture Home 1.  Incident