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CRM Documentation
17CRM Configuration
(8)CRMHow to Set Up Predictive Lead Scoring
This feature's primary purpose is to support lead management by adjusting the statistical likelihood that a lead will be closed. Each lead's score is determined by a set of factors,...
CRMHow to Use Rule-Based Assignment
With a Rule-based assignment, you may assign leads to salespeople regularly according to predetermined guidelines. Turn this feature on in the Settings menu, as indicated below. There are two choices...
CRMHow to Manage Multi Teams in CRM
You may allocate salespeople to different sales teams with this capability. Turn on "Multi Teams," as indicated below. Under the Sales Teams option, you can now hire a salesman to...
CRMHow to Add a New Lost Reasons
This function helps you identify and resolve the cause of an opportunity lost. The Configuration tab contains the Lost Reasons menu. This window provides all of the system-configured reasons for...
CRMHow to Create Tags
The CRM module's Tags feature facilitates finding and searching through the records that are set up there. To use this functionality, choose the Tags menu from the Configuration tab's dropdown...
CRMHow to Set Up Recurring plans
The CRM module provides a productive framework for planning on the opportunities that are specified inside it and defining recurring revenues. Select 'Settings' from the Configuration menu. Check the box...
CRMHow to Manage Customer Records
All of your customers' information, including contact data, may be stored in the CRM module. To access these stored contacts, select Customers from the Sales menu. The customer's information is...
CRMHow to Add and Manage Sales Team in CRM
A company's sales teams are often appointed to oversee the sales-related operations of its products/services. To keep an eye on this function, select "Sales Teams" from the Configuration menu. You...
Lead Management
(4)CRMHow to customize Visits to Leads settings for better conversion
You may turn website visits into leads or possibilities. Click the Configuration tab and choose Settings from the dropdown list to begin this conversion. "Visits to Leads" should be enabled...
CRMHow to Create a Quotation in CRM
The CRM module is made in a way that makes it simple to start a new quote in the Pipeline window at any point. Under the Sales tab, click "My...
CRMHow to Create a New Opportunity from a Lead
Every time you produce a new lead, you may convert it instantly into an opportunity. Converting a lead to an opportunity in this manner raises the likelihood of it eventually...
CRMWhat is Lead Management
Lead Management allows you to gather leads from several sources and track which ones meet the requirements to be considered as opportunities. Additionally, the CRM module assists you in generating...
Activity Management
(3)CRMHow to Set Activity Types
There are several sorts of activities in the dropdown list of the Activity Type field that was described in the previous section. These may be set up under the Activity...
CRMHow to organize and schedule activities
Planning your business-related duties in a systematic approach allows you to micromanage and use time more effectively. In the Pipeline window, you may organize events with your clients or schedule...
CRMHow to Manage and Monitor Activities
The My Activity section under the Sales page is an ideal platform for tracking and analyzing your sales-related activity. The window offers a list view of the actions associated with...
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