Zdoo ManualBook Info
- 1 About Zdoo
- 1.1 About Zdoo
- 1.2 Zdoo Features
- 1.3 Technical Support
- 1.4 Zdoo License
- 2 Installation and upgrade
- 2.1 Source Code Package Installation (for all systems)
- 2.2 One-click Installation Package for Windows (Recommended)
- 2.3 One-click Installation Package for Linux
- 2.4 Upgrade Zdoo
- 2.5 Zdoo Cloud
- 2.6 How to install ioncube
- 3 CRM
- 3.1 Basic workflow
- 3.2 Add a product
- 3.3 Add a customer
- 3.4 Create an order
- 3.5 Sign a contract
- 3.6 Manage Contacts
- 3.7 Manage Lists
- 3.8 CRM settings
- 3.9 CRM reports
- 4 OA
- 4.1 Todo
- 4.2 Routine work
- 4.2.1 Project management
- 4.2.2 Add a project
- 4.2.3 Actions on a project
- 4.2.4 Add a task
- 4.2.5 Actions on a task
- 4.2.6 View Tasks
- 4.3 Notice
- 4.4 Document
- 4.5 Attendance
- 4.6 Leave
- 4.7 Overtime
- 4.8 Business trip
- 4.9 Reimbursement
- 5 CASH
- 5.1 Introduction
- 5.2 Basic settings
- 5.3 Add a bank account
- 5.4 Manage an account
- 5.5 Keep accounts
- 5.6 Batch keep accounts and import
- 5.7 Reconciliation
- 5.8 Report
- 6 TEAM
- 6.1 Introduction
- 6.2 Settings
- 6.3 Modules
- 7 Administration
- 7.1 Settings
- 7.2 User
- 7.3 Privileges
- 7.4 Apps
- 7.5 Email settings
- 8 Integration
- 8.1 Introduction
- 8.2 Integrate ZenTao
- 9 Customization
- 9.1 Get Ready
- 9.2 Zdoo directory
- 9.3 Find the Code
- 9.4 Database structure
Basic workflow
- 2016-09-01 09:05:53
- tengfei
- 1812
- Last edited by Renee on 2018-12-14 16:19:48
Compared with other CRM tools, CRM in Zdoo is quite simple, which can be understood as shown below,
customer+product=order=>contract.
- Each company has its own product/service which can be recorded as a Product in Zdoo.
- The company will try to get the contact information of customers, which can be recorded as Customer in Zdoo.
- Create an Order when a customer wants to purchase, and then track the status of the order.
- Sign the Contract.
Once a contract is signed, the company will ensure the delivery on time and receive the payment.
With Zdoo CRM, you can also manage your contacts, communication history, addresses and so on to help your sales team better track their sales.
If you have questions, feel free to contact us at Renee@cnezsoft.com.
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