Horizon CRM uses Actions as events that can be planned, acted upon, tracked and reviewed. Actions are calls with more information, that allow you to design processes to manage your customer relationships. You could:
- Define custom fields to hold your information about traders
- Find out if customers are buying from particular product ranges
These are only examples. The flexibility that Horizon CRM gives you allows you to design customer contact processes, then review and refine them.
Configuring CRM
Configure Horizon CRM with the following steps:
- For Horizon on-premises users – check you have a CRM licence.
- Logins - Define user security for CRM.
- Set the Action Defaults for CRM users.
- Set up User Defined Fields.
- Create and manage actions.
- View the actions on the Actions Calendar.
- Have an overview of your actions.
See Also
