Wiki CRM
Wiki CRM is a way to store information about customers and partners.Recommended structure for clusters and pages:
- Manager pages with
{{backlinks}}inside:- /CustomerOne
- /CustomerTwo
- /CustomerThree
- Customer pages with the label corresponding to the associated manager:
- /StrongCustomer1
- /BoldCustomer2
- /SmartCustomer3
- /SmartCustomer4
The same pattern applies to partners.
Information that can be stored in the «Customer Cluster»:
- Agreements, urgency, periods, deadlines, their type;
- Payments, date, for whom;
- Contacts;
- Appointments, meetings;
Information that can be stored in the «Manager Pages»:
- Task lists;
- Calendars;
- Hotels;
- Strategy plans.
back to Usage patterns[link1]
back to overview[link2]
- [link1] https://wackowiki.org/doc/Doc/English/Patterns
- [link2] https://wackowiki.org/doc/Doc/English