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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.)
How To Manage Sales Leads In CRM Manager
CRM System is the ENOSite widget where you will manage your sales leads .
How To Add Or Track Sales Leads In CRM Manager
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.
How To View Sales Leads In CRM Manager
You’ll want to view Sales Leads right away when they come in from your website, or any lead in your CRM Sales Leads.
How To Edit Sales Leads In CRM Manager
Editing a Sales Leads allows you to update the information captured when your lead was first created. You can also add extra information too.
How To Delete Sales Leads In CRM Manager
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.
How To Manage Customer Listings In CRM Manager
CRM System is the ENOSite widget where you will manage your sales leads.
How To Add A Customer Listings In Customer Manager
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.
How To View Or Edit A Customer Listings In Customer Manager
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.
How To Manage Duplicate Customer Listings In Customer Manager
This How To explains what Customer Manager does to help make sure your customer list doesn’t get filled with duplicate customer listings.
How To Delete A Customer Listing In Customer Manager
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!
How To Convert A Sales Lead To A Customer Listing
For this reason, the ENOSite CRM Manager enables you to manage your sales leads all by themselvers.
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