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CRM

Create view and edit your Customer Relationship Management (CRM) data. Keep track of customer communications, ongoing sales leads, quotation requests, and merge company accounts easily.

In This Section

  • Communication Log
  • Quotes

Latest Articles

  • Record a Reason Against an Unsuccessful Quote
  • View Company Communication from Leads Comm Log Screen
  • Set Up Comm Log Types
  • Khaos Control Cloud Setup Guide - System Data - Comm. Log Types
  • Assign a Quote Weighting
  • Changing the Quote Weighting
  • Creating a New Comm Log Entry from Comm Log Screen
  • Delete a Comm Log Entry from within the Comm Log Screen
  • Exclude Companies from the Leads Comm Log
  • Include a Company in the Leads Comm Log Screen
  • Mark Pending Quote as Unsuccessful
  • Mark Unsuccessful Quote as Pending
  • Marking a Quote as Successful
  • Client Query - Why is my quotation not showing in CRM Leads (Comm Log) screen?
  • Client Query - Is it possible to add a Lead entry into CRM without a company record?
  • Using Khaos Control Cloud
  • Accounts
  • Backorder Management
  • Conditions Engine
  • Currencies and Countries
  • Channels & Integrations
  • Companies
  • CRM
    • Communication Log
    • Quotes
  • Dashboard Charts
  • Data Import
  • Document & Email Settings
  • FAQs
  • Pick Pack & Despatch
  • Promotions
  • Purchasing
  • Reporting
  • Returns
  • Sales Orders
  • Stock Items
  • Stock Tools

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