The most important information about SelectLine CRM as easy-to-understand video tutorials.
Table of contents
- Highlight data
- Customize view
- Filter lists
- Evaluate CRM lists
- Campaign management
- SelectLine CRM – Introduction
- Sales opportunities
- SelectLine CRM Presentation
- Mask editor
- Calender
- Perimeter search
- Full text search
- Docking of program windows
- Filter SelectLine CRM Journal
- Introduction of filters and grouping in SelectLine CRM
- Customize masks
- Create appointments in the SelectLine CRM calendar
- Automatic caller identification
Overview of videos
Highlight data in the CRM
Individualize your customer data in SelectLine CRMs with special formatting options. This allows you to highlight important data and create a perfect overview
Note: Data is transmitted to third parties when you play the video. Learn more
Customize view
Customize your customer lists by showing or hiding, fixing, grouping and sorting columns.
Note: Data is transmitted to third parties when you play the video. Learn more
Filter lists
With the filter functions in SelectLine CRM, you can organize your customer data even more clearly and efficiently. Use either direct column filters or the filter editor to create your own individual filters.
Note: Data is transmitted to third parties when you play the video. Learn more
Evaluate CRM lists
SelectLine CRM evaluates your customer data quickly and easily. With the column editor functions, you can create clear summaries and customize them individually. You can then export the customized lists to Excel or CSV with just a few clicks.
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Campaign management
Plan, launch, track and analyze your marketing campaigns professionally with SelectLine CRM. Send serial letters or e-mails directly from the program.
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SelectLine CRM – Introduction
Customer relationship management records and manages all of your company’s contact data. Here you can find and manage information on customers, interested parties, sales partners, suppliers, employees and competitors.
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Sales opportunities
Make potential sales visible and predictable. With SelectLine CRM, you can convert opportunities into concrete sales in a structured way, document the work process and evaluate it clearly.
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SelectLine CRM – Customer Relationship Management
SelectLine CRM is a professional customer relationship management system for perfect control of communication with your customers. CRM is fully integrated into SelectLine merchandise management system and offers you a powerful tool for sales, service, marketing and purchasing.
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Mask editor
With the mask editor in SelectLine CRM, you can customize your customer information to meet the individual needs of your company.
Note: Data is transmitted to third parties when you play the video. Learn more
Calender
Manage appointments clearly with the SelectLine CRM calendar function.
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Perimeter search
The area search displays your contacts clearly and regionally on a map.
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Full text search
With the full-text search in SelectLine CRM, you can also find entries with long texts simply using a keyword search.
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Docking of program windows
The docking function can also be used to conveniently display and arrange several program windows next to each other.
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Filter SelectLine CRM Journal
Filter your journal entries quickly, easily and intuitively according to the type of entry
Note: Data is transmitted to third parties when you play the video. Learn more
Introduction of filters and grouping in SelectLine CRM
How to filter and group contact addresses in SelectLine CRM.
Note: Data is transmitted to third parties when you play the video. Learn more
Customize masks
Customize the screen for customer contacts so that only the data that is important for your company is displayed in the way you need it.
Note: Data is transmitted to third parties when you play the video. Learn more
Create appointments in the SelectLine CRM calendar
Use the SelectLine CRM calendar function to manage your appointments easily and clearly.
Note: Data is transmitted to third parties when you play the video. Learn more
Automatic caller identification
SelectLine CRM recognizes and documents all incoming and outgoing calls for you clearly in the integrated journal.
Note: Data is transmitted to third parties when you play the video. Learn more