Work Resources
Partners
Application areas, creation and access in the ticket
Tip
The partner management is a simple CRM in Enneo and allows important information about business partners to be centrally stored and managed. New partners can be added, existing data edited, and directly used in tickets or emails.
Application areas
The partner management is ideal for communication with business partners who are regularly contacted but are not direct customers. These include, for example, market partners or sales partners. By providing quick access to all relevant information and email address directly from a ticket, workflows become significantly more efficient.
Creation
In the menu item "Partners", new partners can be created or existing ones edited – similar to a contact book. By clicking on "New Partner", the input mask opens in which all relevant information can be stored.
Optionally, a URL can be added to the partner so that external systems can be linked.
Access in the ticket
If the name or email address of a partner is entered in the recipient field, a list of corresponding suggestions from the partner management appears. The desired partner can be taken over directly.