Manuals

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

Meetings Like the Calls module, the Meetings in Suite CRM module allows Users to create a record of any Meeting in which they have participated. The Meeting planner allows Users to invite attendees, send guests, set reminders, reschedule and interact with other modules, including an Account, Contact, Project and many other Objects. This module has … Read more

Calls The call module in SuiteCRM allows users to schedule and record a record of incoming and outgoing calls from which they can be participants. Call actions You can access the Call actions from the pull-down menu of the call menu or from the sidebar. The actions of Calls are the following: – Register call: … Read more

Calendar The Calendar module in SuiteCRM allows you to manage your time by scheduling Meetings, Calls and Tasks. Users can share their Calendar so they can allow others to see their upcoming activities. These activities will be shown in the Calendar module since the User involved is a participant or the task assigned to them. … Read more