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¿Se pueden crear grupos de contactos? Can groups of contacts be created?

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  • #1

    ¿Se pueden crear grupos de contactos? Can groups of contacts be created?

    Buenas. Yo tengo 3 tipos de clientes o contactos, ¿Se puede agrupar en espoCRM a los contactos por grupos?

    Translate
    Good. I have 3 types of clients or contacts. Is it possible to group contacts in espoCRM by groups?
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  • #2
    You an do it with reports or you can filter contacts on the list view
    General Overview
    https://www.espocrm.com/video/general-overview/
    How does EspoCRM’s interface look like? How can I use it? In this video tutorial: The first acquaintance with EspoCRM’s homepage interface and some information about its functions.

    Reports and Analytics
    https://www.espocrm.com/video/reports-and-analytics/
    How can EspoCRM help with creating Reports and Analytics? If you’re strongly convinced that sales aren’t a guessing game, then EspoCRM’s user-friendly reporting tool is exactly what you need.

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    • #3
      Ok gracias, de momento no tengo esa funcionalidad de pago ya que primero quiero probar bien la herramienta.


      TRANSLATE
      Ok thank you, at the moment I do not have that payment functionality since I want to test the tool first.

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