The CRM (Customer Relationship Management) application allows you to automate business process for interacting with your customers and to store and organize the information on contractors, contacts, leads, planned income, deals and so on.
The application will work correctly, only if you fill in all the required objects in the Objects – CRM section. The system administrator assigns access to objects in Administration – Users – Access Settings – Global Access Settings – ELMA Designer – Access to all objects. The selected user groups can view and manage objects in Web Application - add, edit and delete items.
You can configure permissions to view, edit, add, delete and export each object's instances in Administration – Users – Access Settings – Objects.
This section describes all the settings, required for working with the CRM application:
