CRM Module

What is a CRM and it's funciton?
A CRM is a tool that allows you to manage prospects/leads. It helps you do a better follow up to improve sale success. In the CRM you'll find diffe...
Thu, 19 Jul, 2018 at 4:05 PM
What is a Lead?
A lead is a potential customer to whom you are offering a product or service. The ultimate goal is to convert a lead into a client.
Thu, 19 Jul, 2018 at 4:06 PM
How to add a Lead? (3 methods)
There are 3 methods to register a new lead, these are: Method 1 - From Home Screen  On the home screen find the "What do you want to do next?&q...
Thu, 19 Jul, 2018 at 4:09 PM
What filters can be used on the CRM listing?
You can use the search filters on the CRM. The available filters are: Lead or Client list - The default option is "No", this means that you o...
Thu, 19 Jul, 2018 at 4:15 PM
Batch action options in the CRM
With the batch action function in the CRM module, you can perform the same action to a selection. Select the leads or clients from the list and apply the ac...
Thu, 19 Jul, 2018 at 4:17 PM
"Disqualified Leads" option
This option shows you the disqualified leads or clients.
Thu, 19 Jul, 2018 at 4:18 PM
The minimum information needed to create a lead
The minimum required fields to create a lead are: 1.- Form of contact 2.- First name 3.- Last name 4.- Phone 5.- An email The rest of the informatio...
Thu, 19 Jul, 2018 at 4:20 PM
Do I need the lead email?
If your client does not have an email, you can register your personal email or a placeholder email like Example:
Thu, 19 Jul, 2018 at 4:22 PM
Link social media accounts (Facebook, Twitter and LinkedIn) to the CRM
You can add lead and client social media accounts from the Contact information section. Here you can add a website, Facebook, Twitter and LinkedIn. When don...
Thu, 19 Jul, 2018 at 4:25 PM
How work on a lead and log activity on the CRM ?
There are 2 ways to work and record activity on a lead: METHOD 1: FROM THE HOME SCREEN From the home screen (1) search for the lead name and select it fro...
Thu, 19 Jul, 2018 at 4:31 PM