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CRM
CRM
Customer Relationship Management articles
10 articles in this collection
Written by
PiCortex team,
Steven Sajja,
and
Joanitta Ndawula
Leads
Leads
Learn more about a lead
Written by
PiCortex team
Updated over a week ago
Customers
Send a bulk message to your customers
Send a message to multiple customers
Written by
Steven Sajja
Updated over a week ago
Send a message to your customers
Learn how to send a message to a customer
Written by
Steven Sajja
Updated over a week ago
Customers
Learn about customers
Written by
PiCortex team
Updated over a week ago
Customer Assets
Customer assets
Learn how to perform basic operations on customer assets
Written by
Joanitta Ndawula
Updated over a week ago
Customer Branches
Customer branches
Learn how to perform basic operations on customer branches
Written by
Joanitta Ndawula
Updated over a week ago
Beneficiaries
Beneficiaries
Learn how to perform basic operations on beneficiaries
Written by
Joanitta Ndawula
Updated over a week ago
Send a message to a beneficiary
Learn how to send a message to a beneficiary
Written by
Joanitta Ndawula
Updated over a week ago
Contracts
Contracts
Learn how to perform basic operations on contracts
Written by
Joanitta Ndawula
Updated over a week ago
Inquiries
Inquiries
Learn how to perform basic operations on inquiries
Written by
Joanitta Ndawula
Updated over a week ago