Available options under CRM Lists includes settings used for Customer Relationship Management portion of DLCPMWeb.

 

CRM Options:

➢Calls

•Descriptions

•Types

•Status

➢Customers

•Affiliations                        

•Classes

•Specialties                          

•Sales People

•Dental Groups                

•Types

•Sources

•Source Names

•Territories

•States  

•Countries

•Statement Classes

➢Education

•Courses

•Types

•Methods

➢Shipping

•Carriers

•Routes

•Carrier Service Types

•Route Drivers

•Fulfillment Items