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
Manage Lists
- 2016-09-01 09:08:29
- tengfei
- 1903
- Last edited by Renee on 2018-12-05 16:19:18
1. Add, import, export and apply for a list
Go to "CRM"->"List", and click buttons at the upper right of the page to add, import, export and apply for a list.
- Import: If you want to import an Excel file, you have to export the template and fill in the content according to the fields in the template and import it. Only Excel files can be imported to Zdoo.
- Export: You can export all the data, the data on this page, and template.
- Apply: You can apply to set one customer from the public list as a private customer and track it.
2. View the list
You can filter and view the list by "Assigned to me", "Next contact", "Ignored by me". You can also search the list.
3. Manage the list
You can assign, communicate, edit, confirm and ignore a contact. If you click "Confirm", the contact will be a customer; if click "ignore", the contact will be sent back to a public list.
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