Tutorials - Sample photography business
CRM-Express can be setup for almost any type of business because of the way it is structured.
In this tutorial we are going to setup a Photography Business. One of the sections of photography is weddings and we are going to focus on that. It is just as easy to add any other section to the address book.
The requirements of the business are:
1.On the main address page for a customer in the case of a wedding, details like the bride's and groom's information (addresses, contact information, wedding date). Other information like invoices, payments etc.
2. Set up products, photo packages for invoicing. We need to be able to change pricing on the fly and not to affect original product price. Need to be able to add additional items on the fly.
3. Be able to print invoices or create and email pdf invoices to customers.
4. When receiving email correspondence, be able to allocate that to the specific customer
So, the question is...How do we do that...Here are the tutorials to show you how.