Customer Relationship Management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers .
In HAL ERP, the term 'DEAL' is used to describe an individual who might become your customer, but currently isn't. To put it simply, a 'Deal' is your potential customer.
To create a DEAL in HAL ERP, the below steps are followed
1. Create a CRM company
2. Create a contact for the company
3. Create the Deal for the company
CRM Company
To create the CRM Company Go to CRM-> Company->Create New
CRM Contact
CRM->Contact->Create New
CRM Deals
CRM->CRM Deals
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