IEFP CRM Manual¶
Welcome to the manual for the IEFP CRM platform - the teaching tool for CRM and Data Protection (GDPR) of the UFCD 10868 - CRM Analytics and 10870 - CRM Administration.
A ~1-minute overview of IEFP CRM.
Here you will find everything you need, organized into two tracks. Choose your path:
-
I'm a Trainer
Create and manage the class, import trainees, validate work, manage email and branding.
-
I'm a Trainee
Join the class, work in the CRM, recover your password and submit your work.
What is IEFP CRM?¶
It is a complete CRM (clients, companies, products, proposals, campaigns, email, analytics, calendar) with a strong GDPR module - designed to practice the concepts of the UFCD in a realistic and safe environment.
- Each class has its own isolated environment - trainees do not mix.
- Each trainee has their own sandbox - work freely without affecting others.
- Portuguese sample data already loaded so you can start right away.
Quick shortcut
Open the platform at iefpcrm.cr0x.org and come back here whenever you have questions.
How this manual is organized¶
| Section | For whom | What it covers |
|---|---|---|
| Getting started | Both | The essentials to get going in minutes |
| For the Trainer | Trainer | Manage the class, submissions, email and branding |
| For the Trainee | Trainee | Work in the CRM, recover your password, submit |
| Features | Both | Each module explained in detail |
| GDPR & Pedagogy | Both | Link to the UFCD 10868 and 10870 |
| FAQ · Glossary | Both | Common questions and terms |