The Customer Relationship Manager (CRM) gives you the flexibility to manage both customers and contacts, whether they are active clients or potential leads. While customers are generally created when you’re ready to generate an estimate or begin an order, contacts are often added earlier in the process to track business leads and future opportunities. This allows you to capture and organize valuable information even before a prospect becomes a customer.
Table of Contents
CRM Contacts Overview
Navigate to Sales Module / CRM / Contacts.
a. Quick details are displayed for each Contact, including the Contact and Company Name, the most recent Event recorded, and their contact information.
b. Use the arrow to expand or collapse the details.
c. Use this icon to create a new Event for this Contact
Note: This icon functions whether the details are expanded or collapsed.
d. This opens a pop-up allowing you to quickly edit the Contact information.
e. View Contact Notes here.
f. Create Contact Notes here.
g. Create an Event for this Contact.
h. View current and upcoming Events for this Contact.
i. View historical Events for this Contact.
j. Disable or Enable the Customer Portal here.
k. Options to Email Login information and Update Password will only be visible if the Customer Portal is enabled for this Contact.
Note: By default, Contacts are sorted alphabetically by Company Name.
Creating a New Company/Contact in CRM
1. Select New Company or Existing Company.
Note: If Existing Company is selected, you will select the Company from the dropdown and fill in the Contact fields provided.
2. Provide as much information as desired.
Note: Required fields are indicated and include Company Name, First Name, and Postal code.
3. Click
Create Contact.
Note: When you create an Estimate or Order for a Contact, the system will prompt you to complete any missing details.