Tour of CRM2

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Imagine someone on your team gets an email from your customer:

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The email is automatically tagged to the order that the customer is writing about. You can then start a discussion with other people at your company. To include someone in the discussion, use @name of the user, just like you would on twitter:

Crm2-200-internal-discussion-lookup-name.png

The discussion is then sent to everybody by email:

Crm2-400-discussions-sent-by-email.png

Just click on the email and you see the message sent to you:

Crm2-500-discussion-as-email.png

You can respond either by visiting the page for the order:

Crm2-300-respond-to-dicussion-on-screen.png

Or you can just respond to the email:

Crm2-600-respond-to-email-discussion-in-gmail.png

The email responses show up in the order again. CRM2 keeps track of your discussion:

Crm2-800-email-response-shows-up-as-discussion.png

Also, when anybody at your company writes to the customer from their own email:

Crm2-700-respond-to-customer-email-from-gmail.png

CRM2 will synch with those email accounts and automatically log all those emails to the order, so you can see a full thread of what everybody in your company has discussed with your customer.