Saib tag nrho cov lus & cov ntaub ntawv ntawm 1 qhov chaw 1 ntawm 2

Nias rau ntawm lub npe hu kom pom txhua yam lus, sau ntawv, paub tab, sib tham, emails, cov ntaub ntawv txuam nrog rau ntawm 1 qhov chaw.

Koj tuaj yeem pom cov haujlwm ubno ntawm no. Koj tuaj yeem tau ntxiv ib ceeb toom / sib tham / ua hauj lwm los yog muab cov ntaub ntawv txuam nrog.

Koj tuaj yeem pom cov ntaub ntawv tiv tauj thiab cov ntaub ntawv txuam nrog - tag nrho ntawm qhov chaw.

Sync Email

Koj yuav sync tau koj lub email kom tag nrho cov kev sib tham nrog CompanyHub muaj kev sib tham yuav raug synced nyob rau hauv CompanyHub CRM. Txawm tias koj xa / txais email sab nraud ntawm lub Lag Luam.

Kawm Ntxiv: Yuav ua li cas rau Sync Email

Kev tso taw ua rau cov neeg muag khoom thiab kev saib xyuas cov ntaub ntawv 1 ntawm 3

Muab Cov Kev Coj Ua Rau Cov Neeg Muag Khoom: Txhua daim ntawv teev npe muaj ib qho 'Lees Ua Rau' uas qhia rau tus neeg muag khoom uas hu rau (los yog lwm cov ntaub ntawv) tau muab rau. Los ntawm vim nws tau muab rau tus neeg siv uas tsim / imports cov ntaub ntawv.

Yog hais tias daim teb tsis pom nyob rau hauv daim ntawv thiab koj xav pom nws, koj tuaj yeem mus rau Customize thiab luag nws ntawm Qev Tshooj hauv qab mus rau lwm seem.

assign-to-field
Kev tso taw ua rau cov neeg muag khoom thiab kev saib xyuas cov ntaub ntawv 2 ntawm 3

Yog tias qhov pom ntawm Cov Neeg / Cov Lag Luam / Cov Txheej Txheem yog teem rau pej xeem (vim yog pej xeem), tag nrho cov ntaub ntawv yog pom tag nrho. Koj tuaj yeem hloov qhov chaw mus hierarchy raws li. Nyob rau hauv cov ntaub ntawv ntawd, cov ntaub ntawv yuav pom rau tus neeg muag, tus thawj coj, tus neeg saib xyuas tus manager thiab lwm yam.

tswj-visibility

Kawm Ntxiv: Kev Tswj Xyuas Cov Ntaub Ntawv

Kev tso taw ua rau cov neeg muag khoom thiab kev saib xyuas cov ntaub ntawv 3 ntawm 3

Lub hierarchy txiav txim siab los ntawm hierarchy ntawm profiles. Nws yog teem siv 'Tshaj tawm rau' teb Profile. Yog vim li cas, tus neeg siv cov lus ceeb toom rau tus thawj tswj thiab tus neeg saib xyuas tus thawj tswj hwm CEO.

hierarchy-of-profiles

Yog hais tias koj xav kom muaj koj tus kheej visibility cov cai xws li raws li Khoom, Lub teb chaws, Kev lag luam thiab lwm yam, uas yog tseem tau. Hu rau kev txhawb nqa thiab lawv yuav pab tau.

Kawm Ntxiv: Kev Tswj Xyuas Cov Ntaub Ntawv

Nreeb Nqis

Cov neeg ntxub ntxaug CRMs vim hais tias lawv yog lub sij hawm siv. Li ntawd, peb tau ua nws yooj yim heev rau lawv kom hloov ceev cov CRM kom lawv thiaj li tau siv sij hawm muag ntxiv!

Kawm Ntxiv: Nta Txwv Cov Ntawv Sau Npe Ntxiv

Kev cai Liaj teb 1 ntawm 2

Koj tuaj yeem taug qab txhua cov ntaub ntawv koj xav tau nrog cov kev cai lij choj. Zoo li Kev lag luam, Lub Sijhawm Rov Ntxiv Tshiab, Tau qhov twg los, nyiaj khwv tau los, cov khoom siv thiab lwm yam

Koj tuaj yeem tsim ntau hom teb Phau ntawv, nyiaj, Number, Hnub, Xaiv cov kev xaiv, Tag nrho cov, Formula, Koom nrog lwm cov ntaub ntawv thiab lwm yam

Kawm Ntxiv: Customize Fields

Kev cai Liaj teb 2 ntawm 2

Cov chaw no ua muaj nyob txhua txhia qhov chaw - Cov ntxaij lim dej, Cov Ntawv, Cov Ntawv Tshaj Tawm, Cov Ntawv Tso Cai Pauv. Koj kuj tuaj yeem tswj leej twg pom / kho cov chaw uas yog customizing profile permissions.

Customize txhua & Tseg lim 1 ntawm 2

Koj tuaj yeem hloov tau txhua kab.

Kawm Ntxiv: Lim

Customize txhua & Tseg lim 2 ntawm 2

Koj tuaj yeem yooj yim saib cov ntaub ntawv raws li txhua qhov kev lag luam xws li tus neeg muag khoom, lub teb chaws, tom ntej ua raws hnub tim. Koj tuaj yeem txuag tau cov ntxaij lim dej.

Kawm Ntxiv: Lim

Xa peb Tej Lus Teb!

Cia tswv yim