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Customer Relationship Management articles

PiCortex team avatar Steven Sajja avatar Joanitta Ndawula avatar
10 articles in this collection
Written by PiCortex team, Steven Sajja, and Joanitta Ndawula
Leads

Leads

Learn more about a lead
PiCortex team avatar
Written by PiCortex team
Updated over a week ago
Customers

Send a bulk message to your customers

Send a message to multiple customers
Steven Sajja avatar
Written by Steven Sajja
Updated over a week ago

Send a message to your customers

Learn how to send a message to a customer
Steven Sajja avatar
Written by Steven Sajja
Updated over a week ago

Customers

Learn about customers
PiCortex team avatar
Written by PiCortex team
Updated over a week ago
Customer Assets

Customer assets

Learn how to perform basic operations on customer assets
Joanitta Ndawula avatar
Written by Joanitta Ndawula
Updated over a week ago
Customer Branches

Customer branches

Learn how to perform basic operations on customer branches
Joanitta Ndawula avatar
Written by Joanitta Ndawula
Updated over a week ago
Beneficiaries

Beneficiaries

Learn how to perform basic operations on beneficiaries
Joanitta Ndawula avatar
Written by Joanitta Ndawula
Updated over a week ago

Send a message to a beneficiary

Learn how to send a message to a beneficiary
Joanitta Ndawula avatar
Written by Joanitta Ndawula
Updated over a week ago
Contracts

Contracts

Learn how to perform basic operations on contracts
Joanitta Ndawula avatar
Written by Joanitta Ndawula
Updated over a week ago
Inquiries

Inquiries

Learn how to perform basic operations on inquiries
Joanitta Ndawula avatar
Written by Joanitta Ndawula
Updated over a week ago
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