Axure Tutorials & Tips
Welcome to the CRM Essentials course! In this lesson, we will complete the web end prototype. We need to add states to the dynamic panels for all detail pages. More contents: https://axureboutique.comAxure RP 10 downloads:Axure Libraries: https://axureboutique.com/collections/librariesAxure Templates: https://axureboutique.com/collections/templatesProduct &...
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A "role" refers to a defined set of permissions and responsibilities assigned to a user or a group of users within the CRM system. Roles help to control access to data and functionality within the CRM platform, ensuring that users...
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The dashboard in a CRM system is a visual interface that provides a consolidated view of important sales-related metrics and data. It typically includes information such as leads, customers, opportunities, orders, and sales revenue. More contents: https://axureboutique.comThe dashboard serves as...
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A Calendar refer to A tool used to record and track customer-related activities and appointments. This includes scheduling sales visits, customer phone calls, product demos, and other interactions with customers. The calendar can also be used to remind the sales...
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The task management process in a CRM system typically involves the following steps: Task creation and assignment: Users create tasks and assign them to specific team members or individuals within the CRM system. Task execution: Assigned team members or individuals...
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