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CRM MenuBy using the CRM module, you can efficiently manage your XTRF-related messages and reminders.

CRM Module Elements

Mailboxes - CRM

After entering your mailbox's information into the system, you can send and retrieve messages from that mailbox via XTRF. What is more, you can associate messages with items such as customers, quotes or projects so that you can quickly and easily access a message from an item's Messages tab.  

Browse - CRM

The Customer Relationship Management (CRM) tab is used to create new and review existing CRM-related actions. In this tab you can create and send e-mails, log calls and plan tasks and events.

Create - CRM



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