If you are just getting started using the CRM module in MatrixMaxx, here are some things to know:
- From any Individual or Company in the database, you may now add a Task or a Lead
- For Leads, you can customize the values for the key fields of Module, Phase, and Probability. Before you start to put in real data on your production server, you should think about your processes and customize these fields to make sense for your staff. If you want, try it out on your DEV server first to help you decide. [If you start to put in data and then decide you want to get rid of some of the values, they will then be locked unless you go back and edit the data manually.]
- Tasks can also be created independent of an Individual or Company; they can just be reminders or association tasks
A good overview of the CRM module may be found during the MatrixMaxx 16.1 release overview session, starting at time mark two minutes (2:00):