crm-sales·지원 코드CRM-006 관리자 / 담당자용

Managing Customer Contacts

Track multiple contacts (people) within each customer company and centralize your communication history.

[Add a contact]

1.Sales → Customers → Select company
2.Click Add Contact
3.Enter name, title, department, phone, email, and decision-making role (decision-maker / staff / influencer)
4.Save

[Log communication history]

Record meetings, calls, and email exchanges per contact:

Contact → Log Activity

[Link to opportunities]

When creating a deal, link the relevant contacts (key decision makers).

Linking all involved parties makes follow-up easier.

[Business card import]

If a card scanning app is integrated, scanned data can be imported to WorkVell.

⚠ テナント設定により異なる場合があります。

[Handling staff changes]

Update contacts whenever a person changes role or company.

The Previous Contact field lets you retain prior contact history.

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Setting Up Deal Stages and Managing the Sales Pipeline

Track deals by stage from first contact to close and use pipeline data for revenue forecasting.

Setting Up Deal Stages and Managing the Sales Pipeline

Track deals by stage from first contact to close and use pipeline data for revenue forecasting.

Managing Communication During Remote Work

How to prevent isolation and enable effective communication when working remotely.

Managing Multiple Tenants (Group Companies)

How to manage multiple company accounts (tenants) for corporate groups.

Recording Employee Transfers and Managing Work History

Log department and role changes, and view full employment history (transfer log) for each employee.

People Analytics for Work Hours

Using people analytics to identify overwork patterns by department and individual.

What is People Analytics

An admin feature that centralizes talent insights: Flight Risk, Succession Planning, and ONA (Organizational Network Analysis).