CRM Customer/Prospect Account Management

The views contained in the CRM Customer/Prospect Account Management section of the CRM module allow you to maintain and view Account (Customer and Prospect) information:

The following views display Account information and allow you to maintain that information:

• Account Areas of Interest – allows you to maintain and categorize the Accounts by Areas of Interest for marketing purposes.

• Account Campaign – allows you to maintain lists of Accounts involved in your Campaigns.

• Account Trade Show – allows you to maintain lists of Accounts involved in your Trade Shows.

• Account Notes – allows you to maintain notes for your current Accounts outside of the notes that are maintained in Order Enter, Invoicing, etc.

• Activity Notes – allows you to create, modify and delete CRM activities for all Accounts. CRM Activities include appointments, phone calls, meetings with clients, etc.

• Activity Owners – allows you to maintain details of Account Activities and the Activity Owners. You can also use this view to Export this information to your Outlook Appointments and Tasks.

• Customer Master (SU13) – allows you to maintain the data for Accounts that is used throughout the system. You can also use this view to Export this information to your Outlook Contacts.

• Customer Master (SU13)-Quick Entry – allows you to maintain an Account using only the mandatory fields. You can also use this view to Export this information to your Outlook Contacts.