Customer Relationship Management · CR2

Account & Contact

Processes

Details worked out

Execution steps

Diagrams

Territory & Sales Rep Assignment

Assign accounts, leads, opportunities, and activities to representatives and control record visibility using CRM Access filters and groups. Records can be reassigned in bulk (e.g. when a rep leaves), and the Default CRM Process uses parameters like representative, account, country, and market to route the right process.

IFS CRM / Sales & Marketing

38 details

diagram

What a license opens

Everything you can see here is real and current, the names, the structure and the counts come straight out of the ModelIFS library and change as it grows. What sits behind the license is the worked-out content itself: the execution steps, the data each one needs, the configuration decisions, the KPIs, the integration points, the workshop questions and the diagrams. That is the part you would otherwise spend a program building from nothing.