- Why Phocas
- Use cases
In this module
Phocas CRM is a simple way to keep on top of your business’s customer relationship management. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results.
1CRM: The 4 activity types (0:00)
2CRM: View all activities (0:00)
3CRM: Add a phone log (0:00)
4CRM: Add a meeting (0:00)
5CRM: Add a note (0:00)
6CRM: Add an activity directly from Phocas (0:00)
7CRM: Create a contact (0:00)
8The CRM analysis dashboard (0:00)
9My Agenda in CRM (0:00)
10CRM: Create tasks for multiple customers (0:00)
11CRM account mapping (0:00)
What would you like to learn today?
Common topics: administration, custom mode, charts, rebates, sales
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