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Showing posts with label Center of Interest. Show all posts
Showing posts with label Center of Interest. Show all posts

2018/04/24

How to configure customer geolocation?



Simple CRM, the online CRM software allows you to geolocalize customers who are around you.


For this CLIENT geolocation function to be active, you will need to define from
the Administration interface which Center of Interest designates a CLIENT.


To do this, go to Top Menu -> Admin -> Settings tab -> Select the Area of Interest and click Save.



In some cases, geolocation does not display all customers.


Perform the following operations several times in a row:
display the geolocation module
when the markers corresponding to your customers are displayed on
the map refresh the page (by pressing the F5 key)

After 3 or 4 times, depending on your number of customers, you should get
all your customers' addresses on the card.

2018/04/07

I want to put the Interests Center to companies and not to contacts, how to do?

Actually, you already do.

When you click on a POI query, you see the Contact persons, and next to them the Companies, so you know which Company has which POI.

The Centre of Interest is listed in the Contact form for a very simple reason: in a company of 300 people, each employee sells a single product. If the name of the product, which is a Point of Interest, is indicated on the Company form and not on the Contact form, you will need to call 300 employees to find the one selling the product you are interested in. If it is in the Contact form, call you directly to the right person.

In addition, people within the same company may have different areas of interest.

Example: the sales manager wants sales consulting and the human resources manager wants safety training for employees.