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
3.1  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
8.1  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

Manage Contacts

2016-09-01 09:08:29
Last edited by Renee on 2019-08-12 11:12:50

Contact is the role that can not be ignored in the wholesale process. Let's see the contact management in Zdoo.

1. Contact and customer

In Zdoo CRM, one customer can have more than one contacts, and one contact can contact more than one customers. It is easier to understand the former situation. For example, one customer might have business contact, financial contact, technical contacts etc. The latter is more about time, which means one contact might leave this employer and join another company and that that company might be a potential customer.

2. Contact communication

In Zdoo, you can manage your communication in different dimensions. For example, you can use order as one dimension to record communication when tracking an order; after signing a contract, record communication about delivery and payment; you can also contact certain contact in private.

3. Contact resume

A resume of one contact is related to the situation that one contact is related to more than one customers. Let's say you have one customer and the contact is John. You signed the contract with him and tried to pay a return visit to him, but found out he left this customer. You, as a salesperson, could ask for John's contact and call him to say hi and ask which company he works for. You can record his new employer's information as a potential customer.

4. Contact address

In Zdoo, each customer can have more than one addresses, and each contact can have that too. For example, a company might have its Beijing branch address, Hangzhou branch address. One contact can have his office address and home address.

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