{"id":77390,"date":"2024-08-08T17:08:33","date_gmt":"2024-08-08T15:08:33","guid":{"rendered":"https:\/\/erp-crm-suisse.com\/manuel-crm\/"},"modified":"2025-02-13T16:59:08","modified_gmt":"2025-02-13T15:59:08","slug":"manuel-crm","status":"publish","type":"page","link":"https:\/\/erp-crm-suisse.com\/en\/manuel-crm\/","title":{"rendered":"CRM Manual"},"content":{"rendered":"

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ALL MCA CONCEPT SOFTWARE<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” header_2_font=”Raleway|300|||||||” header_2_text_color=”#FFFFFF” header_2_font_size=”32px” text_orientation=”center” custom_margin=”-20px||||false|false” custom_padding=”||||false|false” header_2_font_size_tablet=”30px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Knowledge base<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” text_text_color=”#f9fafb” text_orientation=”center” custom_margin=”-20px||||false|false” text_font_size_tablet=”15px” text_font_size_phone=”15px” text_font_size_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n

Browse the documentation to master your software and all its features<\/p>\n

[\/et_pb_text][et_pb_search placeholder=”Keywords…” _builder_version=”4.18.0″ _module_preset=”default” form_field_background_color=”#FFFFFF” button_font=”|600|||||||” width=”70%” width_tablet=”90%” width_phone=”90%” width_last_edited=”on|tablet” module_alignment=”center” border_radii=”on|2px|2px|2px|2px” border_width_all=”0px” global_colors_info=”{}” button_color__hover_enabled=”on|hover” button_color__hover=”#bbbbbb” button_text_color__hover_enabled=”off|desktop” button_text_color__hover=”#ffffff”][\/et_pb_search][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,3_4″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” disabled_on=”on|on|off” admin_label=”Menu” module_id=”float” _builder_version=”4.25.2″ _module_preset=”default” background_color=”#be302f” width=”300px” custom_margin=”|-225px|||false|false” custom_margin_tablet=”|10%||10%|false|false” custom_margin_phone=”|10%||10%|false|false” custom_margin_last_edited=”on|desktop” custom_padding=”0px||0px||false|false” border_radii=”off|10px|||10px” locked=”off” global_colors_info=”{}” custom_margin__hover_enabled=”on|hover” custom_margin__hover=”|0px|||false|false” custom_css_before__hover_enabled=”off|desktop” custom_css_main_element__hover_enabled=”off|desktop” custom_css_main_element__hover=”position: fixed;”][et_pb_column type=”1_4″ module_class=”flex” _builder_version=”4.25.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.25.2″ _module_preset=”default” text_font=”|600||on|||||” text_text_color=”#FFFFFF” text_font_size=”16px” text_letter_spacing=”1px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

menu<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.25.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_accordion _builder_version=”4.25.2″ _module_preset=”default” body_text_color=”#666666″ body_font_size=”15px” custom_margin=”||||false|false” custom_padding=”0px||0px||false|false” body_letter_spacing_last_edited=”off|desktop” global_colors_info=”{}” body_text_color__hover_enabled=”off|hover” body_text_color__hover=”#E09900″ body_letter_spacing__hover_enabled=”off|hover” body_letter_spacing__hover=”2px”][et_pb_accordion_item open=”on” _builder_version=”4.25.2″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Follow-up<\/a>
Invoice<\/a>
Working hours<\/a>
Events<\/a>
Prospects<\/a>
Send message<\/a><\/p>\n

Administration – CRM<\/a><\/p>\n

[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”PCrm” _builder_version=”4.25.2″ _module_preset=”default” width=”80%” width_tablet=”86%” width_phone=”100%” width_last_edited=”on|phone” module_alignment=”center” custom_margin=”-40px||||false|false” custom_padding=”||||false|false” saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.2″ _module_preset=”default” width=”100%” max_width=”100%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” header_text_align=”center” header_font_size=”48px” global_colors_info=”{}”]<\/p>\n

CRM<\/h1>\n

Lead management, task tracking, time stamping with the timesheet, etc.<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Compte” _builder_version=”4.24.3″ _module_preset=”default” width=”90%” max_width=”100%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.25.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”off|off|on” _builder_version=”4.20.2″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||20px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|on” _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”15px” header_2_font=”Raleway|600|||||||” header_2_text_color=”#888888″ disabled=”on” global_colors_info=”{}”]<\/p>\n

Menu<\/h2>\n

Follow-up<\/a>
Invoice<\/a>
Working hours<\/a>
Events<\/a>
Prospects<\/a>
Send message<\/a><\/p>\n

Administration – CRM<\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Suivis” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”18px” header_2_font=”Raleway||||||||” header_2_font_size=”32px” custom_margin=”||0px||false|false” custom_padding=”1px|||||” global_colors_info=”{}”]<\/p>\n

Follow-up<\/h2>\n

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Creation<\/strong><\/strong><\/h2>\n

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Follow-up<\/strong><\/h3>\n

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New Employee<\/p>\n

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New Task<\/p>\n

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New Planning<\/p>\n

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New Daily report<\/p>\n

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New Time management<\/p>\n

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New Absence tracking<\/p>\n

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New Personal Tracker<\/p>\n

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New Customer<\/p>\n

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List
<\/strong><\/h2>\n

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Follow-up<\/strong><\/h3>\n

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Open List<\/p>\n

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Out-of-time list<\/p>\n

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Closed list<\/p>\n

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Tasks<\/strong><\/h3>\n

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Notes list<\/p>\n

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Appointment list<\/p>\n

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Documents list<\/p>\n

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Time-Sheet list<\/p>\n

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E-mail list<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”|75px|15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

Prospects<\/strong><\/h3>\n

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Appointment list<\/p>\n

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Illness-Accident<\/strong><\/h3>\n

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Notes list<\/p>\n

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Absence list<\/p>\n

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Medical certificate list<\/p>\n

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Absences
<\/strong><\/h3>\n

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Absence list<\/p>\n

[\/et_pb_text][et_pb_divider _builder_version=”4.25.2″ _module_preset=”default” height=”10px” custom_margin=”||0px||false|false” custom_padding=”||||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_divider][et_pb_text admin_label=”LienDoc” module_id=”LienDoc” _builder_version=”4.25.2″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”8px||8px|5px|false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6Ijc2NjQxIn19@” link_option_url_new_window=”on” border_style_all=”outset” border_color_top=”#000000″ global_colors_info=”{}” background_color__hover=”#f2f2f2″ background_enable_color__hover=”on” background__hover_enabled=”on|hover” border_radii__hover_enabled=”on|desktop”]<\/p>\n

\"\" Export a list 5 \ud83c\udfac <\/span> <\/strong><\/span><\/strong><\/p>\n

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Data sheet<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text admin_label=”LienDoc” module_id=”LienDoc” _builder_version=”4.25.2″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_font_size=”16px” custom_margin=”||0px||false|false” custom_padding=”8px||8px|5px|false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM5NDk2In19@” link_option_url_new_window=”on” border_style_all=”outset” border_color_top=”#000000″ global_colors_info=”{}” background_color__hover=”#f2f2f2″ background_enable_color__hover=”on” background__hover_enabled=”on|hover” border_radii__hover_enabled=”on|desktop”]<\/p>\n

\"\" Fiche Employ\u00e9 5 <\/span><\/strong><\/span><\/strong><\/p>\n

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Task sheet<\/p>\n

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Planning sheet<\/p>\n

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Daily report form<\/p>\n

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Time management sheet<\/p>\n

[\/et_pb_text][et_pb_text module_id=”gerer-la-liste-fournisseur” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Absence follow-up sheet<\/p>\n

[\/et_pb_text][et_pb_text module_id=”gerer-la-liste-fournisseur” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Personal follow-up sheet<\/p>\n

[\/et_pb_text][et_pb_text module_id=”gerer-la-liste-fournisseur” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Customer data sheet<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Facture” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”18px” header_2_font=”Raleway||||||||” header_2_font_size=”32px” custom_margin=”||0px||false|false” custom_padding=”1px|||||” global_colors_info=”{}”]<\/p>\n

Invoice<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ module_id=”Compte” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” border_width_top=”2px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

Creation<\/strong><\/strong><\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

List
<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Open invoice list
<\/strong><\/p>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

List Invoice Out of date
<\/strong><\/p>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Invoice List Closed
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Tempsdetravail” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”18px” header_2_font=”Raleway||||||||” header_2_font_size=”32px” custom_margin=”||0px||false|false” custom_padding=”1px|||||” global_colors_info=”{}”]<\/p>\n

Working hours<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ module_id=”Compte” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” border_width_top=”2px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

Creation<\/strong><\/strong><\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

List
<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”Liste-des-clients” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

List of time sheets
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Evenements” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”18px” header_2_font=”Raleway||||||||” header_2_font_size=”32px” custom_margin=”||0px||false|false” custom_padding=”1px|||||” global_colors_info=”{}”]<\/p>\n

Events<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ module_id=”Compte” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” border_width_top=”2px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

Creation<\/strong><\/strong><\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

List
<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”Liste-des-clients” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

List of events
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

Data sheet<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”Liste-des-clients” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Event sheet<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Prospects” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”18px” header_2_font=”Raleway||||||||” header_2_font_size=”32px” custom_margin=”||0px||false|false” custom_padding=”1px|||||” global_colors_info=”{}”]<\/p>\n

Prospects<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ module_id=”Compte” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” border_width_top=”2px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

Creation<\/strong><\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

New prospect<\/p>\n

[\/et_pb_text][et_pb_text admin_label=”LienDoc” module_id=”LienDoc” _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px||false|false” custom_padding=”8px||8px|5px|false|false” link_option_url=”https:\/\/erp-crm-suisse.com\/nouveau-client\/#vCard” link_option_url_new_window=”on” border_style_all=”outset” border_color_top=”#000000″ global_colors_info=”{}” background_color__hover=”#f2f2f2″ background_enable_color__hover=”on” background__hover_enabled=”on|hover” border_radii__hover_enabled=”on|desktop”]<\/p>\n

\"\" Import VCard 5 \ud83c\udfac <\/span> <\/strong><\/span><\/strong><\/p>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Manage prospect list<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

List
<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”Liste-des-clients” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

List of prospects
<\/strong><\/p>\n

[\/et_pb_text][et_pb_text module_id=”Liste-des-clients” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Prospect list by photo\/business card<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Envoidemessage” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”18px” header_2_font=”Raleway||||||||” header_2_font_size=”32px” custom_margin=”||0px||false|false” custom_padding=”1px|||||” global_colors_info=”{}”]<\/p>\n

Sending a message<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ module_id=”Compte” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” border_width_top=”2px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

Creation
<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Synchronize lists<\/p>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Send to a list<\/p>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

History<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

List
<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”Liste-des-clients” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

List Management of pre-selected contact lists
<\/strong><\/p>\n

[\/et_pb_text][et_pb_text module_id=”Liste-des-clients” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

Mailing list<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

Data sheet<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”Liste-des-clients” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

List contacts<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Administrationcrm” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”18px” header_2_font=”Raleway||||||||” header_2_font_size=”32px” custom_margin=”||0px||false|false” custom_padding=”1px|||||” global_colors_info=”{}”]<\/p>\n

Administration – CRM<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”2″ module_id=”Compte” _builder_version=”4.25.2″ _module_preset=”default” width=”85%” max_width=”100%” custom_margin=”||||false|false” border_width_top=”2px” global_module=”78978″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

CRM parameters (CRM)
<\/strong><\/h2>\n

[\/et_pb_text][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

CRM follow-up: Category<\/p>\n

[\/et_pb_text][et_pb_divider _builder_version=”4.25.2″ _module_preset=”default” custom_margin=”10px||-20px||false|false” custom_padding=”0px|75px|0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”LienDoc” module_id=”LienDoc” _builder_version=”4.25.2″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_font_size=”15px” custom_margin=”||0px||false|false” custom_padding=”8px||8px|5px|false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgwNDMyIn19@” link_option_url_new_window=”on” border_color_top=”#000000″ global_colors_info=”{}” background_color__hover=”#f2f2f2″ background_enable_color__hover=”on” background__hover_enabled=”on|hover”]<\/p>\n

\"\" Titres: prospect<\/strong> 5<\/span><\/strong><\/p>\n

[\/et_pb_text][et_pb_text admin_label=”LienDoc” module_id=”LienDoc” _builder_version=”4.25.2″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_font_size=”15px” custom_margin=”||0px||false|false” custom_padding=”8px||8px|5px|false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM3NzI3In19@” link_option_url_new_window=”on” border_color_top=”#000000″ global_colors_info=”{}” background_color__hover=”#f2f2f2″ background_enable_color__hover=”on” background__hover_enabled=”on|hover”]<\/p>\n

\"\" Prospect: Cat\u00e9gorie\u00a0 \u2013 Cat\u00e9gorie 2\u00a0 \u2013 Cat\u00e9gorie 35<\/span><\/strong><\/p>\n

[\/et_pb_text][et_pb_divider _builder_version=”4.25.2″ _module_preset=”default” custom_margin=”10px||-20px||false|false” custom_padding=”0px|75px|0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text module_id=”nouveau-client” _builder_version=”4.25.2″ _module_preset=”default” header_3_font=”|600|||||||” header_3_font_size=”19px” custom_margin=”||8px||false|false” custom_padding=”|||5px|false|false” border_color_bottom=”#e0e0e0″ global_colors_info=”{}”]<\/p>\n

E-mail confirmations<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.25.2″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” text_font_size=”20px” custom_margin=”||15px||false|false” border_width_bottom=”1px” global_colors_info=”{}”]<\/p>\n

CRM parameters (integrator)<\/strong><\/h2>\n

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CRM settings<\/p>\n

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\"\" CRM: Type\u00a0 \u2013 Cat\u00e9gorie 2\u00a0 \u2013 Cat\u00e9gorie 3\u00a0 \u2013 Cat\u00e9gorie 4\u00a0 \u2013 Cat\u00e9gorie 55<\/span><\/strong><\/p>\n

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Ticket: Step<\/p>\n

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Mailing list<\/p>\n

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ALL MCA CONCEPT SOFTWAREKnowledge baseBrowse the documentation to master your software and all its featuresmenuFollow-upInvoiceWorking hoursEventsProspectsSend message Administration – CRMCRM Lead management, task tracking, time stamping with the timesheet, etc.Menu Follow-upInvoiceWorking hoursEventsProspectsSend message Administration – CRMFollow-upCreationFollow-upNew EmployeeNew TaskNew PlanningNew Daily reportNew Time managementNew Absence trackingNew Personal TrackerNew CustomerListFollow-upOpen ListOut-of-time listClosed listTasksNotes listAppointment listDocuments listTime-Sheet listE-mail […]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-77390","page","type-page","status-publish","hentry"],"yoast_head":"\nManual for all MCA Concept software products<\/title>\n<meta name=\"description\" content=\"Consult our guides to carry out various processes within your software published by MCA Concept. 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