Contact Management

<< Click to Display Table of Contents >>

Navigation:  »No topics above this level«

Contact Management

 

 

Every contact becomes a Business partner for Eritrium. Business Partners are any person, company or organization that has relevance for the system. Business Partners are customers, prospects, organizations, persons, suppliers, manufacturers, competitors, etc…You can use Eritrium to add or update information about individuals or organizations that request your assistance.

 

Customers are the base of your business. Eritrium considers Customers as the primary piece of information from where it is possible to navigate to the rest  of the information stored. In other words, from the Customer form, it is possible to access to all its related information like:

 

Purchases.

Leads

Prospect Opportunities

Quotations

Sales Orders

Invoices

Service Requests

Assets installed

Service Contracts

Trouble Tickets

Phone Calls,

Etc…

 

Eritrium considers possible customers, suppliers, manufacturers, partners any Organizations and or Persons.