DETAILED MANUAL OF THE CRM GROUP FUNCTIONALITY
Last Update vor 3 Monaten
This functionality gives us the possibility of being able to create groups of customers. We create a group and we add the member clients
This section gives us access to the following:
- Our database has already created a summary table of the different groups.
- A search bar.
- An Add button to create a new group.
- The Action part (To view, edit, and delete).
1. SUMMARY TABLE
- It provides an overview of the different groups created in our database as well as their information, such as:
- The name of the groups.
- The description of the group.
The date of creation of the group.
2. THE SEARCH BAR
The search bar will allow us to search for an existing group in the company database.
3. ADD BUTTON
It is this button that allows us to create a group. See the screenshot to create a group.
After clicking on the Add button to create a group, a form pops up to complete. See screenshot.
Fill in the form and then save it to create our group. As mentioned before, the groups created are client groups. So the first thing is to select the customers added to the group. Then, with the search bar on the left, look for the clients to add to the group. Then with ">>", send them to the group. See screenshots.
Once this is done, we need to provide a name to our group; and a description if possible. After filling in the form, you must register with the Save button. The group's information is then saved, finalizing the creation of the group. See screenshot.
4. THE ACTION PART
This field allows you to perform 3 different actions
It allows us to visualize the information of a group. See screenshot.
It allows us to modify the information of a group.See screenshot.
It allows us to delete the information of a group.See screenshot.