We need to assign categories to each record so that we can interact with the crm and see what is happening. We need to assign two sets of categories.
The first set of categories deals with the status of the client or the project. i.e. New lead, phone call, site visit.
The second set of categories deal with the client. So this could be the clients name, John Smith or it could be the clients company, Smith Enterprises or it could be a directory that has numerous clients attached to it.
Full series:
CRM – Stage One – An Introduction
CRM – Stage Two – Customer Records
CRM – Stage Three – Assigning Categories
2 Comments
I’m not understanding where you are planning to go with this. Certainly the idea of using WordPress as a CRM is to say the least intriguing. May I suggest that the proper place to keep the records of people within WordPress is not pages.
People are users. Be they clients or suppliers or companies. And profiling users with extra fields is probably the direction to go. May I humbly suggest Cimy User Extra Fields for this purpose.
Hey there!
Just wondering how you’re going with WP-Shop/WP-Products/etc? Is this project still going? or just been delayed?
Perhaps if you just need development assistance I could help in some way. Happy to work something out :-)
Cheers.
3 Trackbacks
[...] Full series: CRM – Stage One – An Introduction CRM – Stage Two – Customer Records CRM – Stage Three – Assigning Categories [...]
[...] Full series: CRM – Stage One – An Introduction CRM – Stage Two – Customer Records CRM – Stage Three – Assigning Categories [...]
[...] series: CRM – Stage One – An Introduction CRM – Stage Two – Customer Records CRM – Stage Three – Assigning Categories This entry was posted in CRM, Software, Themes, Wordpress. Bookmark the permalink. Post a comment [...]