Microsoft Office Tutorials and References
In Depth Information
Summary
If the activity has not yet been completed it is added to the dashboard for CiviCRM
under Scheduled Activities .
So with CiviCRM Doug can manage all contacts with his customers, which can allow
him to ensure support contracts are cost effective, and schedule meetings, as well as
have a nice list of meetings and calls that need to be made in the near future.
Summary
In this chapter we took our fully functioning live e-Commerce store and:
Customized the printable invoices
Installed the invoice module
Looked at how the invoice module works and tried it out
Installed CiviCRM to allow Doug to manage appointments and log phone
calls with customers
In Chapter 12 we will look at Marketing Your Business !
 
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