CRM Malaysia enables you to upload files to the iCRM system. Besides being able to see all the files that you have uploaded to the system, you can also see CRM’s HTML task files.
In this tutorial, we will demonstrate on how to show all the CRM task files that you have uploaded to the system.
CRM Malaysia is also created for your management team. In iCRM, your managers can assign cases or task to any of your sales team members in your company. Customers in your in your CRM system contact list can be assigned to your sales team to make sure all of your customers are attended to and avoid losing your contacts.
The tutorial below will show you how to assign the case to the person in charge.
CRM Malaysia allows you to upload company letterhead. This company letterhead could be useful when your invoices, quotations, cash sales and so on needs to be personalised to your company sending email to others. Company letterhead could be used when sending a task email.
We will demonstrate on how to upload company letterhead.
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CRM Malaysia has provided a task alert function which enables your staff, especially your sales team to be reminded about their meetings with customers or any tasks to be done. When your company grows and starts to have more incoming customer, it could be difficult for your sales team to keep track of their meetings and task. So a great way would be setting a reminder for the task, so your sales force will receive an email or SMS reminding them about the task.
Here, we would like to demonstrate how to have a task alert reminder in your Home page.
At times, customer may require some case information from your company to followup or check on the project or task they have with you. Hence, CRM Malaysia has created a function that allows your employee or sales team to easily send case information through email. This way, your customers will receive complete information from your company without missing any details.
In this tutorial, we would like to do a demonstration on how to send a case information to contact person.
