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Opis dotyczy systemu HansaWorld Enterprise wersja 8.0  

Company Workflow Overview

Please click here for details about the Company Workflow Overview setting in the CRM module.

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Settings in the CRM module:

• Introduction
  

• Activity Classes
  

• Activity Consequences
  

• Activity Types
  

• Activity Types, Subsystems
  

• Additional Email Recipients
  

• Classification Types
  

• Company Workflow Overview
  

• Contact Classifications
  

• Contact Settings
  

• Courtesy Titles
  

• CRM Settings
  

• Customer Categories
  

• Global CRM Settings
  

• Industries
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Leads
  

• Lead Sources
  

• Lead Status
  

• Map Setting
  

• Normalized Phone Numbers
  

• Number Series - Customer Letters
  

• Number Series - Opportunites
  

• Opportunity Classes
  

• Telephony Settings
  

• Text Types
  

• User Defined Fields - Activities
  

• User Defined Fields - Contacts
  

• User Defined Fields - Items
  

• User Workflow Overview

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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