The CRM
The CRM is your customer relationship manager. You will be able to store information about the organisations and people that you work with. Organisations and their staff will be able to register themselves and will appear in the CRM. There may also be times when you want to register an organisation to invite them to apply for a grant or to enter historic information. Note: A contact is a user within an organisation. These contacts/users may or may not be granted access to login to your Portal.
- Add a new organisation
- Add a new user to an organisation
- Approve an applicant who has self registered for an existing organisation
- Link a user to more than one organisation
- What to do when a user leaves an organisation
- Record notes about an organisation
- Add events and tasks to an organisation or contact
- Send email to a contact from within Grant Toolbox
- Frequently asked questions - The CRM
- How to check if a user has login access