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 3/13/2011 10:53 AM
 

Hello,

I have instakked splendidCRM, congratulations :)

Next step is to design the platform according to my current busniess and I need your help.
Here is the scenario I am using;

  • There is a phone-book (on a paper).
  • There is a call center where 2 workers making the calls to customers.
  • Each call be end with the following: immidiate hang-up; Sell ; Customer ask to call him back in another time ; cutomer is not intresting in the product.
  • In case we need to call him back the crm needs to move the call to another time.
  • The phone numbers will be inserted to the system by a new worker (third worker)
  • Every day a new calls are displayed to the workers, so they can know what calls to make this day.
  • There is also a new way to make interaction with a customer. through the internet. this customers should inserted to the CRM and they are also customers, but a different type of customers.

This scenario should be implemented into splendidCRM.

I don't have any clue of how doing this,

Please help me to understand which entities should be created, and how.

Thank you.


New Post
 3/14/2011 12:13 AM
 

These kinds of questions are best answered using online guides. The place to start would be the SugarCRM University:

http://www.sugarcrm.com/university/li...

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