Project start Lime CRM


Project start Lime CRM

  1. Lime CRM
  2. Project start Lime CRM
  3. Step 3. Person

Step 3. Person

We can connect several persons to each company. Each person has their own information card.

Common information to find on these:

  • Contact information
  • Position
  • Marketing / send out
  • Sometimes we need to mark up whether a person should have send outs (newsletters, Christmas cards, screenings, etc.) to know who in a company should be contacted.

To prepare

A list of the fields you need on the personal card