The Customer Relationship Management (CRM) Settings provide tools that help your sales team organize, track, and strengthen relationships with Customers and Leads. Within this section, you can create and customize Events to manage follow-ups, appointments, and other key interactions - ensuring important touchpoints are never missed and Customer relationships continue to grow.
Table of Contents
Managing Custom CRM Events
Creating Custom Events
Events are automated reminders designed to help your team maintain consistent communication with Contacts. These Events can be used to schedule follow-ups after a Customer’s first order or to reach out on special occasions such as birthdays and anniversaries. You can create any number of custom Events for your users to select from in the Sales Module - allowing for more personalized and effective Customer engagement.
Navigate to the Management Module / Customers / CRM / Event Creator.
1. Type the name of the Event.
2. Click Add.
3. Change an existing Event by clicking Edit, updating the name, then clicking Save.
4. Delete custom Events by checking the box next to any Current Custom Events, then click Delete Selected Events.
Adding Custom Events to Contacts
Navigate to the Sales Module / CRM / Contacts.
1. Click the expand arrow next to the appropriate Contact.
2. Click Add Event.
3. Use the dropdown to select the Event.
4. Select the Date and Time.
5. Enter any Even Notes, if desired.
6. Click Create Event.
Note: You can select Mark Complete if the Event has already occurred.
Viewing Events
Navigate to the Sales Module / CRM / Events.
a. Use the expand arrow to view more details.
b. Add Events - Add new Events for this Contact.
c. Active Events - View all current and upcoming Events for this Contact.
d. Event History - View all past Events for this Contact.
e. View the Event Date and time.
f. Mark Complete - This opens a pop-up window allowing you to fill in details and Mark Complete. See example below.
Example:
Creating Contact Statuses
CoreBridge allows you to create custom Contact Statuses to help you organize, categorize, and easily identify your Contacts based on their current stage or relationship type.
Navigate to the Management Module / Customers / CRM / Contact Status.
1. Enter the name of the List Item you want to create.
2. Click Add.
3. Delete any Status Name by clicking the red X.
Creating Job Authorities
Job Authorities are optional tags that help you identify a Contact’s role or level of responsibility within their company. Using these classifications makes it easy to recognize who has decision-making authority when managing Customer relationships or Orders.
Navigate to the Management Module / Customers / CRM / List Manger.
1. Check this box if you want to require a job description to be selected for each Job Authority name then click Save Settings.
2. To add a new option enter the name of the Job Authority here.
3. Click Add.
4. Change an existing job authority by clicking Edit, updating the name, and then clicking Save.
5. To delete an option, check the box next to any Current Options, then click Delete Selected Options.
