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Forum Categories
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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.
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Marketing
This category covers topics related to Email Campaigns, Survey Campaigns, Mail Merge, Labels, Email Read Notification & Reports.
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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.
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Email Campaign
All functions related to emails are covered under this category.
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Surveys
This category covers topics related to creating surveys, conducting phone surveys, conducting email surveys, analyzing survey results and Reports.
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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.
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Dashboards and Reports
This category covers topics related to dashboards and Standard Reports & custom reports used in PMAM CRM.
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Mobile CRM
This category covers topics related to Mobile CRM.
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