CRM Capabilities and Set Up
cieTrade.net offers a robust solution for managing client relationships, identifying prospective partners and transactions, and seamlessly coordinating related tasks and opportunities. The CRM Module and related features serve as an invaluable asset for buy/sell representatives (or teams), streamlining communication channels with both managerial figures and the back office. By leveraging the associated features, your sales professionals gain the ability to provide real-time updates on their progress with the sales pipeline, fostering a more transparent and collaborative workflow. This article outlines the system features that correlate to the CRM Module, and provides an in-depth exploration of how to maximize the potential of these features.
All of the Available Features
The features that are associated with the CRM Module can be found below. For more information, please click the name of the feature to be taken to the corresponding helpfile.
| NAME | DESCRIPTION |
| Business Manager | Report for Products of Interest |
| Counterparty Activity | TBD |
| Latest Activity | Report for Notes & Tasks |
| Notes
|
Record information about a company and/or contact |
| Products of Interest | Track product(s) and price point of prospective or agreed upon products/grade |
| Tasks
|
Create action items and/or reminders |
More Information
How to Enable the CRM Module
The CRM Module can be enabled by navigating to your Settings > Preferences > System Options, and checking the box for "CRM Module".
How to Enable Products of Interest
Products of Interest can be enabled by navigating to your Settings > Preferences > System Options, and checking the box for "Products of Interest".
How to Enable the Business Manager
The Business Manager can be enabled by navigating to your Settings > Preferences > System Options, and checking the box for "Business Management".
How to Find the CRM Module & Business Manager
Tasks, Notes, Latest Activity, and the Business Manager (Business Management Inquiry) can be found within the shortcuts menu in the top right hand corner of the screen after it's been enabled.
If you have additional questions, please contact the Support Team via email to support@cietrade.net