The functionality allows to identify the relationship between registers made to CRM, such as suspect, prospect, client, contacts, competition, suppliers, partners, opportunities, proposals, sales orders, invoices, products, price tables, sales process, sales representatives, business unit, sales team, campaigns and events.
The connection centralizes information on the relationship between an entity and other and facilitates queries. Through this functionality, it is possible, for example, to attach information from a client to other, entering the connection function, for example: partner, shareholder, influencer, etc.
If a function is not found that fits to its needs, it is possible to register other connection roles and relate them to corresponding roles, i.e., connect the role Uncle/Aunt to the corresponding role Nephew/Niece.
When register connections it is possible to define start and end connection dates.
Procedures
- In Related Features, click Add.
- In the connection register screen, entity data, code and connector name are automatically loaded.
- Fill out the fields Connection Role, Role description, Connected entity type, Entity type description, connected entity code, entity description, Commentand Start and end dates.
- The field Connection Roles is filled out by a standard query. After filling out the role, the field Corresponding role is automatically completed. In case of more than one, select which one best fits your needs.
- If necessary register a new role, select the option The role code is automatically loaded, sequentially.
- Fill out the fields Name, Category, Observation, Status, Relationship with the Entity and Corresponding Rule Association.
- In the corresponding registered roles there is a standard query listing already registered roles.
- In connection query browse there is an option Disconnect, that undo register relationship links.
Visão Geral
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Conteúdo das Ferramentas
Tarefas