/docs/crm/setup/Recent content in Setup on My DocsHugoenCopyright (c) 2020-2024 ThuliteSun, 26 Jul 2026 00:00:00 +0100/docs/crm/setup/tags/Tue, 13 Oct 2020 15:21:01 +0200/docs/crm/setup/tags/<h2 id="concept">Concept</h2> <p>Tags supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.</p>/docs/crm/setup/customergroups/Tue, 13 Oct 2020 15:21:01 +0200/docs/crm/setup/customergroups/<p>The customer group serves as utility that helps to logically group or categorize customers within a particular organization. These customers may be grouped or categorized based on the kind of services they are subscribed to in an organization. An organization can have as many customer groups as they want.</p>/docs/crm/setup/salesagentgroups/Tue, 13 Oct 2020 15:21:01 +0200/docs/crm/setup/salesagentgroups/<h2 id="concept">Concept</h2> <p>Sales Agent Groups supports CRM by keeping records aligned with the current ERP route. Use it to review details, maintain required setup, and support downstream workflows.</p>