Resumen
A product walkthrough of CRM as customer memory: records, relationships, activity, and workflow-ready context.
Frontline CRM
Platform walkthroughs for how CRM works: People, Companies, Deals, Tickets, Objects, Relationships, and customer memory.
8 articulos
Entiende CRM como la memoria de clientes en Frontline: People, Companies, Deals, Tickets, relaciones, historial de actividad, contexto para workflows y reporting operativo.
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Records
How to read and work with People, Companies, Deals, Tickets, fields, views, and actions.
Personas
Individual customer and contact records with ownership, activity, and relationship context.
Empresas
Account-level records that connect people, conversations, and activity.
Negocios
Revenue opportunities and pipeline context connected to customers and conversations.
Tickets
Support and operational requests tied back to the customer record.
Objetos
The configurable structure behind records, fields, permissions, and workflow-readable context.
Relaciones
Connections between people, companies, deals, tickets, and custom objects that make customer memory usable.