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 Remove ranzhi from the address
2.7 Data Backup
2.8 Install Ioncube
2.9 Install php-zip
3 CRM
3.1 Basic Workflow
3.2 Add Product
3.3 Add Customer
3.4 Create Order
3.5 Sign Contract
3.6 Manage Contacts
3.7 Manage Lists
3.8 Manage Supplier
3.9 CRM Settings
3.10 CRM Reports
4 OA
4.1 Todo
4.2 Review
4.3 Announcement
4.4 Attendance
4.5 Leave
4.6 Makeup
4.7 Overtime
4.8 Business Trip
4.9 Reimbursement
4.10 Lieu
4.11 Egress
4.12 Holiday
4.13 Settings
5 Cashflow(Cash)
5.1 Introduction
5.2 Basic Settings
5.3 Add Bank Account
5.4 Manage Account
5.5 Keep Account
5.6 Batch keep accounts and import
5.7 Reconciliation
5.8 Report
6 Project (Proj)
6.1 Project Workflow
6.2 Create Project
6.3 Create Task
6.4 Actions in a project
6.5 Action Views
6.6 Actions in a task
7 Document(Doc)
7.1 Introduction
7.2 Create Document Library
7.3 Create Document
8 TEAM
8.1 Introduction
8.2 Settings
8.3 Modules
9 Administration
9.1 Settings
9.2 User
9.3 Privileges
9.4 Apps
9.5 Email settings
10 Integration(ips)
10.1 Introduction
10.2 Integrate ZenTao
11 Customization
11.1 Get Ready
11.2 Zdoo Directory
11.3 Find the Code
11.4 Database Structure

Basic Workflow

2016-09-01 09:05:53
tengfei
2290
Last edited by Renee on 2019-08-12 11:12:50

Compared with other CRM tools, CRM in Zdoo is quite simple, which can be understood as shown below,


customer+product=order=>contract.


  1. Each company has its own product/service which can be recorded as a Product in Zdoo.
  2. The company will try to get the contact information of customers, which can be recorded as Customer in Zdoo.
  3. Create an Order when a customer wants to purchase, and then track the status of the order.
  4. Sign the Contract.
  5. 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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