CRM
1 What is CRM
CRM is an abbreviation for Customer Relationship Management. In e-office, it is a module that assists in effectively managing interactions with customer and potential customer.
2 Terms
2.1 Leads
Lead refers to a potential customer who has shown interest in a product or service.
2.2 Opportunity
Opportunity refers to a potential sales deal or a chance to engage a customer that could lead to a sale. It involves identifying customers who have shown interest in a product or service, thus creating a possibility for future business.
2.3 Contact Log
A Contact Log is a record-keeping tool used by salespeople to document their interactions with customers. It helps track communications, follow-ups, and the status of customer relationships.
3 CRM Module's functionality

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