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The CRM, which stands for Customer Relationship Management, is an application that provides ways to automate and standartize the interactions with the potential and existing customers and trace the progress for the opportunities on all stages, starting with the initial interest up to making the deal. Apart from that, you can connect opportunities to the marketing companies, register certificates issued to the employees and save information about all content related to the leads and opportunities.

This section of SimpleOne documentation provides guide on how to configure and manage the CRM application in effective manner. It includes general system settings, sales, marketing, content, kanban boards and certifications.

Getting Started with CRM

Start setting up your system: study the roles included in the "out-of-the-box" CRM application, configure the selling directions for you employees, add products and install the SharePoint.

Sales

Learn about the sales procedures, which include the processing of the leads and opportunities and adding information about the client companies, partner companies and contacts to the system.

Marketing

Study the marketing tools of the CRM application: learn how to create marketing companies, lists and offerings.

Content

In this section, you can read about the content management tools of the CRM application. You can trace the progress of the content flow development from the thematic pool to publication, create references from the succesful opportunities and save information about the tags and publications.

Certifications

The certificates can be issued to the employees to confirm their qualifications. Study the instruments that allow you to create certifications and issue certificates based on them. 

Related Actions

Find out Learn how to add related records from the Lead, Opportunity and Marketing Campaign forms: tasks, actions, emails, meetings and calls. You can log all communication and progress for the record with the related actions.

Boards Configuration

The kanban-boards of the CRM application can be adjusted to your needs. Read about the options for their configuration in this article. 

CRM properties

This article describes the system properties related to the CRM application.