Describes how the manual should be read.

Explains how customer contacts are defined and how to use the CRM system to collect customer information. Shows what type of sales activities the CRM system supports and how these activities are being entered. Provides all the information required to understand the sales process supported by the CRM system. Lists all the possibilities of entering products and price lists to the system.

Describes how it all fits together and how the CRM system can be used to coordinate the work of sales, marketing and service staff and to increase the productivity of each individual user. Explains all the automated functions available, how sales processes can be defined and which after sales services are offered.

Describes in detail how to manage users and privileges and how to customize templates and the CRM system configuration.

Provides some sample configurations and FAQs for security setups. Explains in detail how to assign access privileges based on a hierarchical organization structure.