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ConcourseSuite Community Edition

Core Team
PostgreSQL Java
PUBLIC PROFILE

Business Management Role

The business management role oversees the Centric CRM implementation. This role conveys CRM requirements to the other roles.

This role should:

  1. Become familiar with the data configuration of Centric CRM
  2. Map your organization's business processes and terminology to Centric CRM
  3. Define roles in Centric CRM that clearly represent roles in your organization
  4. Determine the users of the system

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