CRM

Customer Relationship Management articles

8 articles in this collection
Written by PiCortex team and Joanitta Ndawula

Leads

Leads

Learn more about a lead

Written by PiCortex team
Updated over a week ago

Customers

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