pmam
Forum Categories
Sales Force
This category covers topics related to Working with leads, Adding or Importing leads, taking notes, scheduling calls, adding custom screens and fields, social media integration, Search & Reports.
Marketing
This category covers topics related to Email Campaigns, Survey Campaigns, Mail Merge, Labels, Email Read Notification & Reports.
Customer Service
This category covers topics related to Accounts, Case management, Convert a lead to account, service level Agreements, Assignment Rules, Escalation Rules, Training, FAQ, Customer Portal, Raising a Ticket, Auto assignments, Assigning tickets to a group and Reports.
Email Campaign
All functions related to emails are covered under this category.
Surveys
This category covers topics related to creating surveys, conducting phone surveys, conducting email surveys, analyzing survey results and Reports.
Web To Leads
Web forms simplify the process of capturing website visitor information into PMAMCRM This category covers all topics related to mapping web leads to PMAMCRM.
Dashboards and Reports
This category covers topics related to dashboards and Standard Reports & custom reports used in PMAM CRM.
Mobile CRM
This category covers topics related to Mobile CRM.
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