{"id":77392,"date":"2024-08-08T17:08:33","date_gmt":"2024-08-08T15:08:33","guid":{"rendered":"https:\/\/erp-crm-suisse.com\/manuel-crm\/"},"modified":"2025-02-17T12:15:40","modified_gmt":"2025-02-17T11:15:40","slug":"manuel-crm","status":"publish","type":"page","link":"https:\/\/erp-crm-suisse.com\/it\/manuel-crm\/","title":{"rendered":"Manuale CRM"},"content":{"rendered":"

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TUTTI I SOFTWARE DI CONCETTO MCA<\/h1>\n

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Base di conoscenze<\/h2>\n

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Sfogliate la documentazione per padroneggiare il vostro software e tutte le sue funzioni<\/p>\n

[\/et_pb_text][et_pb_search placeholder=”Parole chiave…” _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>
Fattura<\/a>
Orario di lavoro<\/a>
Eventi<\/a>
Prospettive<\/a>
Invio di messaggi<\/a><\/p>\n

Amministrazione – 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

Gestione dei lead, tracciamento delle attivit\u00e0, marcatura del tempo con il timesheet, ecc.<\/h2>\n

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Menu<\/h2>\n

Follow-up<\/a>
Fattura<\/a>
Orario di lavoro<\/a>
Eventi<\/a>
Prospettive<\/a>
Invio di messaggi<\/a><\/p>\n

Amministrazione – CRM<\/a><\/p>\n

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Follow-up<\/h2>\n

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Creazione<\/strong><\/strong><\/h2>\n

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

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Nuovo dipendente<\/p>\n

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Nuovo compito<\/p>\n

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Nuova pianificazione<\/p>\n

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Nuovo rapporto giornaliero<\/p>\n

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Nuova gestione del tempo<\/p>\n

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Nuovo monitoraggio delle assenze<\/p>\n

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Nuovo Personal Tracker<\/p>\n

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Nuovo cliente<\/p>\n

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Elenco
<\/strong><\/h2>\n

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

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Elenco aperto<\/p>\n

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Elenco dei ritardatari<\/p>\n

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Elenco chiuso<\/p>\n

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Compiti<\/strong><\/h3>\n

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Elenco note<\/p>\n

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Elenco degli appuntamenti<\/p>\n

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Elenco dei documenti<\/p>\n

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Elenco dei fogli di presenza<\/p>\n

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Elenco di e-mail<\/p>\n

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Prospettive<\/strong><\/h3>\n

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Elenco degli appuntamenti<\/p>\n

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Malattia-Infortunio<\/strong><\/h3>\n

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Elenco note<\/p>\n

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Elenco assenze<\/p>\n

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Elenco dei certificati medici<\/p>\n

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Assenze
<\/strong><\/h3>\n

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Elenco assenze<\/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” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”LienDoc” module_id=”LienDoc” _builder_version=”4.27.4″ _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” hover_enabled=”0″ 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” sticky_enabled=”0″]<\/p>\n

\"\" Esportare un elenco\u00a0 5 \ud83c\udfac <\/span> <\/strong><\/span><\/strong><\/p>\n

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File<\/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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Foglio di lavoro<\/p>\n

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Scheda di pianificazione<\/p>\n

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Modulo di rapporto giornaliero<\/p>\n

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Scheda di gestione del tempo<\/p>\n

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Scheda di controllo delle assenze<\/p>\n

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Scheda personale di follow-up<\/p>\n

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Scheda cliente<\/p>\n

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Fattura<\/h2>\n

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Creazione<\/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

Elenco
<\/strong><\/h2>\n

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Aprire l’elenco delle fatture
<\/strong><\/p>\n

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Lista Fattura scaduta
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Elenco fatture chiuso
<\/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

Orario di lavoro<\/h2>\n

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Creazione<\/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

Elenco
<\/strong><\/h2>\n

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Elenco dei fogli di presenza
<\/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

Eventi<\/h2>\n

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Creazione<\/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

Elenco
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[\/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

Elenco degli eventi
<\/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

File<\/strong><\/h2>\n

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Scheda evento<\/p>\n

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Prospettive<\/h2>\n

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Creazione<\/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

Nuova prospettiva<\/p>\n

[\/et_pb_text][et_pb_text admin_label=”LienDoc” module_id=”LienDoc” _builder_version=”4.27.4″ _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” hover_enabled=”0″ 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” sticky_enabled=”0″]<\/p>\n

\"\" Importazione di VCard\u00a0 5 \ud83c\udfac <\/span> <\/strong><\/span><\/strong><\/p>\n

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Gestione dell’elenco dei potenziali clienti<\/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

Elenco
<\/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

Elenco delle prospettive
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Elenca i potenziali clienti per foto\/biglietto da visita<\/p>\n

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Inviare un messaggio<\/h2>\n

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Creazione
<\/strong><\/h2>\n

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Sincronizzare gli elenchi<\/p>\n

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Invia a una lista<\/p>\n

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La storia<\/p>\n

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Elenco
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Elenco Gestisci gli elenchi di contatti preselezionati
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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

File<\/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

Elenco contatti<\/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

Amministrazione – CRM<\/h2>\n

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Parametri CRM (CRM)
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Tracciamento CRM: Categoria<\/p>\n

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\"\" 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

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Conferme via e-mail<\/p>\n

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Parametri CRM (integratore)<\/strong><\/h2>\n

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Impostazioni del CRM<\/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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Biglietto: Palco<\/p>\n

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Mailing list<\/p>\n

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