The CRM Module organizes all of your contacts in one central location. This ideal setup eliminates the need for duplicate entries when an account has multiple classifications (i.e., a customer who is also a vendor) or when a contact is associated with more than one entity.

Initially, you categorize Accounts as either an Organization or Individual. Then identify the Accounts as a Customer or Prospect, and further define them as a Vendor, Partner and/or Competitor as needed. Additional functionality is available when various classifications are selected.

From CRM you can Manage Incidents, Create To-Do's, Monitor Projects and Track Opportunities. You have the ability to create stand alone To-Do's or associate To-Do's with Incidents and Opportunities.

The following topics will be covered in this chapter: