Exact Globe      Start page E-CRM Setting up Process flow Before you can start working with E-CRM, it is necessary to set up your administration. You can do this by going through the following steps:   The steps below take you through E-CRM from start to finish.   Creating and maintaining sizes Creating and maintaining sectors Creating and maintaining subsectors Creating and maintaining activity types Creating and maintaining document templates   Creating and maintaining accounts receivable Mail Merge (via Word Merge) Recoding and merging accounts Maintaining duplicate accounts Creating and maintaining CRM activities Creating CRM-related documents Actions/Selections       Overview Efficient relationship management is of course only possible with the correct management information. For the E-CRM module you have access to the following overviews:     Overview of address list Actions/Selections Overview of account type changes          Main Category: Attachments & notes  Document Type: Online help main  Category:  Security  level: All - 0  Sub category:  Document ID: 30.123.475  Assortment: Exact Globe  Date: 19-05-2021  Release:  Attachment:  Disclaimer