Document Management in BluWaveCRM
21 September 2011
Use the Document Management function in BluWave
CRM to store all your marketing documentation that your sales team will use to send to customers such as brochures, specifications and pictures. Once Uploaded onto the BluWave
CRM server, they can be used by your sales team to forward to customers via the Email function of BluWave crm or by attaching them to quotations prepared in BluWave
CRM. In addition, if you prepare customer proposals or quotations outside of BluWave
CRM then each sales person has a private “Quotes” folder where he can store his quotations and attach them to the sales opportunity. In this way they can be accessed by management from the opportunity and can be forwarded by the sales person from the BluWave crm email function.