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CRM
Customer Management Overview
Here are is everything you need to know about adding and managing sales leads and customers using your ENOSite system, using both the ENOSite CRM System and the ENOSite Customer Manager. (Please click on any topic.)
CRM System is the ENOSite widget where you will manage your sales leads .
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Sales Leads come in to your CRM System either automatically via a website form, or via a manual addition. This How To is focused on adding sales leads manually.
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You’ll want to view Sales Leads right away when they come in from your website, or any lead in your CRM Sales Leads.
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Editing a Sales Leads allows you to update the information captured when your lead was first created. You can also add extra information too.
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Deleting a Sales Leads is easy – and important. You want to focus on real business opportunities – and that probably easier if you get rid of “noise” or low-value lelads.
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CRM System is the ENOSite widget where you will manage your sales leads.
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Customer Manager is the ENOSite widget where you will manage your customers. Customer listings are added to the system via a conversion from a CRM System sales lead or via a manual addition. This How To is focused on adding customer listings manually.
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Keeping track of customers is one of the most important tasks of any sales person or business owner. Use Customer Manager to view or edit your customer listings.
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This How To explains what Customer Manager does to help make sure your customer list doesn’t get filled with duplicate customer listings.
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Deleting a Customer Listing is easy – and ENOSite asks you if you are sure! Getting ride of clutter is a good sales approach – but make sure you don’t delete valuable information!
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For this reason, the ENOSite CRM Manager enables you to manage your sales leads all by themselvers.
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