CRM Groups

Follow
CRM groups refer to how the topics are grouped. For example:
  • External partner
  • Media campaign leads
  • Social media
  • Existing customers
You can create and define all the desired CRM groups. Here, they have chosen to group according to how "important" a customer / topic is to the company.   CRM groups are used in:
  • Leads
  • Debtor & Leads
Read here You can watch a video here about the CRM module: https://www.uniconta.com/da/video/crm/5-fordele-med-uniconta-crm/