Customer Relationship Management

Topics

First steps of Sales Professionals in Aptien CRM

What a sales representative can do in Aptien CRM and how to start. ...read more

How to use the Deals Organizer

Here you keep an overview of all sales opportunities and deals in the sales process ...read more

How to Manage the Stages of Your Sales Pipeline

In this article you learn How to Manage the Stages of Your Sales Pipeline ...read more

how-to-keep-sales-documents

In Aptien CRM, you can keep business documentation in the business opportunity organizer under the Attachments tab. ...read more

How to take minutes of business meetings

How to create minutes from business meetings - simply and easily in Aptien CRM system. ...read more

how-to-set-project-based-access-controls-to-sales-reps

In this article, you learn how to setup individual access for a sales representative to individual business cases or ... ...read more

How to manage sales opportunities

In this article, you will learn how to manage business opportunities and how to work with them in the business process. ...read more

How to use the Contacts Organizer

You keep contact details of people or companies in the contact organizer. Everything is in one place and can be easil... ...read more

How to use the Purchase Orders Organizer

This organizer allows you to create purchase orders. ...read more