Zdoo ManualBook Info
1 Introduction
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove zdoo from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  CRM Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contact
3.7  Manage List
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Report
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Inventory(PSI)
9.1  Workflow
9.2  Sales
9.3  Inventory
9.4  Product
9.5  Settings
10 Flow
10.1  Introduction
10.2  Feature
10.3  Example
11 Ameba
11.1  Amoeba Management
11.2  Start Ameba
11.3  Ameba Category
11.4  Ameba Department
11.5  Expense Distribution Rules
11.6  Income Distribution Rules
11.7  Ameba Budget
11.8  Ameba Trade
11.9  Ameba Report
12 Administration
12.1  Settings
12.2  User
12.3  Privileges
12.4  Apps
12.5  Email settings
13 Integration
13.1  Introduction
13.2  Integrate ZenTao
14 Customization
14.1  Get Ready
14.2  Zdoo Directory
14.3  Find the Code
14.4  Database Structure

Manage Contact

2016-09-01 09:08:29
tengfei
4192
Last edited by Renee on 2020-05-18 10:20:35

Contact is essential in sales process. Let's see how to manage contacts in Zdoo.


1. Contact and customer

In Zdoo CRM, one customer can have more than one contacts, and one contact can contact more than one customers. It is easier to understand the former situation. For example, one customer might have business contact, financial contact, technical contacts etc. The latter is more about time, which means one contact might leave this employer and join another company and that company might be a potential customer. Therefore, it it very important to manage your contacts.


When creating a contact, you can choose a customer or create a new one.

2. Contact communication

In Zdoo, you can manage your communication in different dimensions. For example, you can use order as one dimension to record communication when tracking an order; after signing a contract, record communication about delivery and payment; you can also contact certain contact in private.


3. Contact resume

A resume of one contact is related to the situation that one contact is related to more than one customers. Let's say you have one customer and the contact is John. You signed the contract with him and tried to pay a return visit to him, but found out he left this customer. You, as a salesperson, could ask for John's contact and call him to say hi and ask which company he works for. You can record his new employer's information as a potential customer.


4. Contact address

In Zdoo, each customer can have more than one addresses, and each contact can have that too. For example, a company might have its Beijing branch address, Hangzhou branch address. One contact can have his office address and home address.

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