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
CRM settings
- 2016-09-01 09:08:29
- tengfei
- 1756
- Last edited by Renee on 2018-12-05 16:20:35
1. Go to "CRM"->"Settings", and you will see the page below. The latest Zdoo has customer pool, which you can set a contact to the pool within certain days. The default value is 0, which means this function is disabled.
For privileges, you have to go to "Admin"->"Privilege" to customize permissions.
2. Maintain sales team
Go to "Admin"->"Privilege"->"customer", and assign permissions to the sales team first.
Then go to CRM->Settings and click "Create" at the upper right of the page to add a team.
Fill in group name and description. Check members you want to add to this group.
Once the group is added, you can see the group in group list and edit/delete it there.
Click "Privileges" to check privileges you want to assign to this group.
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