CRM

Customers & Suppliers

Contacts - Customers & Suppliers
Evopos stores customers and suppliers as in the same place as contacts. Under contacts we have contact persons, you can have multiple contact person...
Mon, 16 May, 2016 at 4:14 PM
Email/SMS Marketing
Communications The Communications section (Comms) is an advanced marketing system capable of building lists using various criteria and sending through ...
Thu, 30 Jun, 2016 at 4:22 PM
Create a Contact
‘Contacts’ is our universal name for anyone we deal with including Customers, Suppliers, Staff etc. We can have any number of Categories to break them up wh...
Thu, 24 Mar, 2016 at 11:22 PM
Prospects
Prospects are what we call potential or existing customers that have shown a particular interest in a product or service. The idea is that we docum...
Fri, 27 May, 2016 at 9:03 PM
Contact Communication Preferences
Overview Contact communication preferences allow you to customise and set communication preferences for each contact, these preferences can be used for con...
Fri, 10 May, 2019 at 11:12 AM