> Configuration prerequisites
- Modules to activate
- Setting up email sending
- Setting up the "Bank" module
> Customer Relationship Management
- Bulk importing third parties: tips and procedure
- Creating third parties and contacts
- Categories
- Understand the file of a third party / contact
- Prospecting tools
> Emailing
- Sending emails to a third party
- Creating email templates
- Configuring the E-mailing module
- Creating and sending an e-mailing
> The calendar
- Module configurating
- Creating an event
- The event sheet
- Event Report
- Import/export a calendar
> Projects and business opportunities
- Using the prospecting monitoring module
