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How To CRM    
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CRM documentation available


CRM documentation available

We are proud to announce to ERP5 Express users that a whole bunch of new How To has been added in the Knowledge Base

  • How to create a campaign (user-Howto.Create.Campaigns) will teach you what a ticket and an event are in ERP5 Express and will explain how you can create a Sales Campaign in ERP5 Express.
  • How to create outgoing events (user-Howto.Create.Outgoing.Events) will teach you how to create outgoing events in ERP5 Express. Outgoing events can be phone calls, fax messages, emails etc, that aim at contacting a customer or a prospect.
  • How to post outgoing events (user-Howto.Post.Outgoing.Events) will teach you how to post, or send in the case of an email, your outgoing events.
  • How to request to post events (user-Howto.Request.To.Post.Events) will teach you how to request someone from your team to post an event that has been previously created in ERP5 Express.
  • How to process incoming events (user-Howto.Process.Incoming.Events) will teach you how to create and assign incoming events in ERP5 Express. Incoming events are messages that you receive from your customer or prospects, and that will need to be stored in a ticket and processed by someone of your team.

You can go and connect to the Knowledge Base in order to read and download these documents: ERP5 Express Knowledge Base. You will have to log in with the user/name and password you received by email when you subscribed to ERP5 Express, or create a Knowledge Base account.

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