Customer Relationship Management (CRM) includes all activities associated with managing prospective and actual customers. For information on setting up prospects, see Prospect Maintenance and for information on setting up customers, see Customer Maintenance.
CRM activities, such as calling a prospect, mailing out a catalog, or visiting a customer, are recorded as tasks in Apprise. Related CRM tasks can be grouped into campaigns.
For information on setting up CRM, see Setting Up Customer Relationship Management (CRM). For information on using CRM, see Using Customer Relationship Management (CRM).