There was a trial customer, Mr. Li, who came to inquire: "Excuse me, how can I export the process in the business opportunity management as a document?"
In the Lidian Customer Management System, you can print customer cards, export contact information... and sales reports, etc., but there is no function to export the business opportunity process. It seems there is no such necessity either (Source of the article: http://www.lidiansoft.com).
Alright, let me ask Mr. Li: "Hello Mr. Li, what do you plan to do with the exported business opportunity process?"
Mr. Li: "I'm afraid that if I reinstall the system in the future, all the recorded data will be lost."
Ah, I see. "I understand, Mr. Li. In this case, what we need to do is back up the database rather than just exporting the business opportunity process. You should know that if data is lost, we have many other important materials, such as customer information, that also need protection."
Mr. Li: "Then, if I change computers, how can I transfer my business opportunities to the new computer?"
"Backup the database and then restore it on the new computer."
Mr. Li: "Does the standalone version of CRM software also require a database installation?"
"The Lidian CRM Customer Management Software comes with a free single-user database, mainly for the convenience of customers during the trial period. If you plan to use it on a standalone basis, you can also use this database, which allows direct usage after installing the Lidian CRM Customer Management Software. However, we recommend that you install Microsoft's database. This way, when your business expands and you need to add users in the future, you only need to replace the registration code, and all previous information will not require any modifications."
"If you don't install Microsoft's database and use the standalone version instead, you just need to copy all the files from the Lidian CRM Customer Management Software directory to the new machine when you switch devices."
Mr. Li: "Okay, thank you."
"You're welcome, feel free to contact us anytime."
This article comes from: Lidian Customer Management Software (http://www.lidiansoft.com)
Detailed source: http://www.lidiansoft.com/blog/post/1299.html