i find many terms in menu has similar meaning or even like sub category
and confused about the priority of filling which form first
is there a correct procedures about using dynamic CRM,
our process is just
1. receive application form and enter customers information
2. make appointment to customer address for engineer to install broadband
3. engineer go to install, if failed to install, it will refer to another company which we pay extra money to settle this case
4. after install success, and customer start to use and after a month, we make invoice and receive service fee from customer
MEALY