netFORUM Pro Modules > CRM > CRM Setup
More information

CRM Home Page and Calendar

Individuals

Organizations

Contact Request Overview

CRM Setup

This book provides information about creating customer relationships and setting up other customer-related actions.

CRM Setup Wizard

Enabling Relationships to Show Online

Allowing a Relationship Type to Shop for an Organization

Adding an Individual's Relationship to an Organization using eWeb

Editing an Existing Relationship Using eWeb

Viewing Individuals with Relationships to Your Organization Using eWeb

Setting a Default Country

Customizing a Profile

Merging Duplicate Records Using the Merge Purge Tool

Adding a Payment from the CRM Overview Page