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This post contains a link to another video that covers a few of the highlights of the CRM module within Lizzy. Checkout the internal videos for each menu for more specific information as there is way too much to put into a single video. CRM Overview –glenn hancock
Today’s post is going to include a link to a video that walks through the process of creating and using Roles within Lizzy. Roles are basically ways to tell Lizzy what users can and can’t do, but in a way that allows you to reuse them. For example, you really want to setup Roles as [...]
When developing our other CRM products we always had a way to schedule a call back for a customer, but we were always missing an important part of the process. How to see what you’ve already scheduled for the day and in the case of scheduling for another employee, how to see what they have [...]
When we started out working on our CRM solution it was just named Nizex, the same name as the site and the company. Nizex got its name from orgaNIZE with that oh so popular X thrown on for good measure. Nizex.com has been around for over 5 years and was originally created in order to [...]
In this blog entry I’m going to cover just a few things that our CRM system can do to help you manage your contacts. Instead of listing out a bunch of bullet points, I’m going to instead provide a few examples that you probably run into everyday. 1) A customer calls you for help. If [...]