Department Guides
Guides written from the perspective of a team member — not what each module does, but what YOU do every day, which screens you interact with, and how everything connects.
Unlike module docs (what a feature does) and workflows (how a cross-module flow works), department guides answer the question: "As a [role], what do I do in CRMConnect?"
Available guides
- Sales Department — SDR · Sales Agent · Account Manager · Sales Manager
- Purchasing Department — Purchasing Officer · Buyer · Purchasing Manager
- VRM — Vendor Relationship Management — Vendor Manager · Vendor Relations · Key Account Purchasing
- Warehouse & Logistics Department — Warehouse Operator · Picker/Packer · Stock Manager · Warehouse Manager
- Finance Department — Accountant · Billing Officer · Cashier · CFO
- Legal Department — Lawyer · Legal Counsel · DPO · Compliance Manager
- OMS & E-commerce — OMS Operator · E-commerce Manager · Channel Administrator · Returns Manager
- Customer Support / Helpdesk — Support Agent · Team Lead · Helpdesk Manager · Knowledge Manager
- IT / Administrator — System Administrator · IT Manager · Super Admin · Platform Configurator
- HR & Workforce — HR Manager · Recruiter · Payroll Specialist · HR Specialist · HR Director
- Marketing Department — Marketing Manager · Marketing Specialist · Social Media Manager · Performance Marketer · Content Manager
- Management — CEO · COO · CFO · General Manager
- Production Department — Production Planner · Workshop Operator · Production Manager · Raw Materials Manager