The CRM tab is a user defined tab dedicated to client relationship management. This tab should be activated if your firm intends to run or develop reports to identify and categorize clients. The tab can be helpful in assisting the firm in managing client relationships, managing marketing campaigns and developing sales leads.
You will need permission to the CRM Tab, Case Type Directory and User Defined Screens in order to design and input data for a CRM Tab in a Case Type.
The following topics will guide you through designing a CRM tab user defined screen: