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  1. Azavista
  2. CRM

CRM

Introduction to the CRM module

  • CRM

Submodule: Contacts

  • Contacts

Submodule: Organizations

  • Organizations

Submodule: Dashboard

  • CRM Dashboard

Submodule: Profile

  • CRM Profiles

FAQ: CRM

  • How can I add contacts from the CRM to an event?
  • What are custom views for Events / Organizations / Contacts / Participants used for? How can I create them?
  • How to add a new organization?
  • How to add a new contact to the CRM?
  • How to import a list of organizations to the CRM?
  • How can I import a list of contacts?
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