CRM Manuals

Advanced modules For now, you must have a fundamental understanding of the SuiteCRM user interface, the basic modules, the designs, the creation, search and record management. Advanced open sales The first ‘Suite’ of advanced modules is AOS (Advanced Open Sales). The various modules that are part of the set of AOS modules allow you to … Read more

Projects In SuiteCRM, the Projects module allows the User to organize the projects of his organization by tracking several tasks and allocating resources. Once configured, a project can be viewed in the form of a Gantt chart or using the project grid. Project Actions You can access the Projects actions from the Project menu drop-down … Read more

Cases In SuiteCRM, Cases are used to record interactions with Customers when they request help or advice, for example, in a Sales or Support function. You can create a Case, it is updated when a User is working on it, it is assigned to a partner and it is closed when it is resolved. At … Read more

Lists of Objectives The module of lists of objectives in SuiteCRM is used to separate objectives in groups, these can be groups of individuals that should be excluded from a particular campaign, test groups or a list of objectives grouped according to certain criteria, for example, area or market where an organization works Objectives list … Read more

Campaigns The Campaign module in SuiteCRM can be a very powerful marketing and advertising tool for your organization that allows you to create and track Bulletins, email campaigns and non-email campaigns for potential or existing customers. With the tracking tools built into the Campaign module, you can monitor the response you receive from your campaign … Read more

Prospects Normally, prospects are used as recipients of a marketing campaign, your organization knows very little about these individuals and can be used again for new campaigns or eliminated without any impact for the company. Your organization will spend few resources on Prospects and will generally be contacted en masse. The objectives can be acquired … Read more

Documents The Documents module can be used as a repository for internal files or issued clients. This content can be uploaded, reviewed and viewed, as well as related to individual records within SuiteCRM. Document actions You can access the Documents actions from the drop-down menu of the Documents menu or from the sidebar. The actions … Read more

Notes The Notes module in SuiteCRM can be used to keep track of comments, observations or explanations that a User may have related internally to your organization or related to another SuiteCRM record, such as an Account, Contact, Potential Client or many more. The notes are also used to keep a record of the interactions … Read more

Tasks SuiteCRM can help users with productivity, offering a way to record, relate and assign tasks and tasks that require action. Actions tasks You can access the Tasks actions from the drop-down menu of the Tasks menu or from the sidebar. The actions of Tasks are the following: – Create task: a new form is … Read more

Emails The email module in SuiteCRM allows users to view, store, write, send and receive emails from their personal email account or a shared in-box, for example, an Assistance or Sales in-box. Emails can be related to Accounts, Contacts and many more records in CRM. E-mail actions You can access the actions of the emails … Read more