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Business Parameters Configuration
Wukong CRM generalizes all frequently used programs in Business Parameters.
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Follow Up Methods
Product Category
Contract Expiration Reminder
Numbering Rule
Returning Visit Reminder
Numbering Rule
You can configure numbering rules of contracts, payment receivables and
return visits. Wukong CRM supports multiple level rule configuration.
Follow Up Records Configuration
Customer follow up records refer to the methods of sales personnel interacted with customers. Simply customize your follow up methods in Wukong CRM to find more effective for your business.
Product Category Configuration
Configure and customize product categories based on your products. Currently, Wukong CRM supports 20 sub categories for each category.
Customer Return Visit Reminder
Set a return visit time to remind your sales reps revisit your customers after deals.
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