Crm Master
1. Go to the back-office and click on the option Customer Relationship Mgmt - Transactions and then click on the option CRM Master.
2. To add a new CRM Master click on the Add New Button as shown below.
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3. A New CRM Master will open the new page and enter the manually all details.
4. Fields in this CRM Master Include:
• Crm Id
• Title
• First Name
• Last Name
• Business Name
• Mobile
5. Once you have completed the CRM Master details, clicking the Add button as shown below.
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6. First we have to enter the Contact Details.
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7. After Enter the Contact Details then we should go for Personal Details.
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8. After Enter the Personal Details then we should go for Account Details.
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9. After Enter the Account Details then we should go for Education Details.
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10. After Enter the Education Details then we should go for Identity Details.
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11. After Enter the Identity Details then we should go for Employment Details.
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12. After Enter the Employment Details then we should go for Details then click on add new button as shown below.
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13. After Enter the Details then we should go for Notes.
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14. After Enter the Notes then we should go for Dates.
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15. Click on save button then details are saved.
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