control paneel | Cloud CRM system
Control Panel

What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
Change My Password
Customize My Tabs
Customize Tabs
Customize Buttons
Customize Sidebar
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

CRM Administration
Add Company Message
Custom Tabs and Fields
Customize Selection Lists
Rename My Tabs

Custom Page Layout
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Custom Templates
External E-mail Settings
Mass E-mail History
Outlook Integration
Flagged Errors

What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
Editing Folders
Deleting Folders
Managing Documents
Adding Documents
Sending Notification
Editing Documents
Replacing Documents
Deleting Documents
Moving Documents
Manage Documents

Custom Templates
External Email
Mass Email History
Detailed Mass Email Reports
Mass Email Attachments
MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
Composing a Message
Adding Attachments

What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
Custom Forecast Views
Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
Creating a New Forecast
Edit a Forecast
Delete a Forecast
Print a Forecast
Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
Importing Your Data

Instant Messages
Personal User Data
Sending Messages
Message Archive
Message Archive Search
Message Key Users

What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Creating and Editing Profiles
Managing Profiles Profile drop-down in User
Add/Edit screens
Disabling a Tab in the Related Records Section
Setting User Login Hours Restrictions (Rules)
Assigning Login Rules to Profiles
Standard Profiles

Public Knowledge Base
Adding solutions

Generating Reports
Creating Custom Reports
Editing Custom Reports
Deleting Custom Reports
Filtering Reports & Views
Sorting Reports & Views

Sales Commission Programs
Enabling Commissions Porgram
Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
Exporting data
Mail merge

Tab Page Views
Creating Custom Views
Editing Custom Views
Deleting Custom Views

What is a Task?
Viewing Tasks
Creating Tasks
Linking Tasks
Editing and Deleting Tasks
Task History

The Sidebar
Adjusting the Sidebar
Sidebar Panel Tools
Advanced Search
My Favorites
Item History
Company Messages
Date & Time

Trash Can
Restoring Deleted Items

Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
Managing Projects
Creating a Project
Saving a Project
Editing a Project
Deleting a Project
Project Tasks
Creating Project Tasks
Adding Project Tasks
Removing Project Tasks
Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
Removing Expenditures
Tracking Project Progress

Web Capture Tool
Creating a Capture Tool
Generating HTML
Editing a Capture Tool
Deleting a Capture Tool
Web Capture Fields

Big Deal Alert
At-Risk Deal Alert
Business Support Hours
Workflow Rules
Workflow Tasks
Workflow Alerts
Adding Conditions

Working with Mass Data

ZIP Code Proxomoty Search

Overview To access the Control Panel, click the Control Panel link at the top right of the screen. Through this page you can access various tools to help administer your user account. These tools are located in the Personal Setup section. System Administrators will be able to access additional tools to help them administer the entire organization. Please see the Administrative Tutorial for more information.

Personal Settings The Personal Settings section contains links to tools that enable you to edit your user account, change your login password and customize your tabs.
Edit My User Information
  • Click the Edit My User Information link to view your account information. This will take you to your Personal Information page.
  • Click either of the Edit buttons located above and below the user information. This will take you to the User Edit page. (Click the Change Password button to change your login password, as described in steps 2-4 of Change My Password.)
  • You can now make changes to your User Details and Address Details.
  • Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Click to View the Changing Your Password Video Tutorial

Change My Password

  • Click the Change My Password link. This will take you to the Change Password page.
  • Enter your old password in the Current Password field.
  • Enter your new password in the Password field and Confirm Password field. Your password is case sensitive and must be at least 5 characters long. You cannot use your username as a password nor can your password contain your username.
  • Click the Save button to save your new password. Click the Cancel button to cancel your password changes. You will then be taken back to the Control Panel page.

Customize Currency Display
  • Click the Customize Currency Display link. This will take you to the Customize Currency page.
  • Select your currency from the dropdown menu.
  • Otherwise enter your own currency using the space provided below.
  • Click on Update Currency to apply changes to all forecasts.

Reorder My Tabs Click the Reorder My Tabs link. This will take you to the Customize Tabs page. From this page you can customize how your tabs, buttons and sidebar are displayed.

Customize Buttons Links to tools that are commonly used by all user types; CRM, SFA or others; are displayed in the form of buttons located along the upper-middle part of your window.
  • To change the order in which the buttons appear, use the icons.
  • The Status of each tab signifies whether the tab is currently being displayed or not. If the status is On, the button can be seen. If the status is Off, the button is currently hidden. Click the On / Off link to hide or show the button.
Customize Tabs All available tabs are listed under the Customize tabs section.
  • To change the order in which the tabs appear, use the icons.
  • The Status of each tab signifies whether the tab is currently being displayed or not. If the status is On, the tab can be seen. If the status is Off, the tab is currently hidden. Click the On / Off link to hide or show the tab.
Customize Sidebar All available sidebar panels are listed under the Customize sidebar section.
  • To change the order in which the sidebar panels appear, use the icons. You may also use the icons located on the top right corner of each panel in the sidebar itself.
  • To open or close a sidebar panel, click the On / Off status link. You may also click the x icon located on the top right corner of each panel in the sidebar to close the panel.
  • All closed panels are listed at the bottom of the sidebar in the More Panels... section. Click the + icon to view the list of closed panels, if any.
  • To restore a closed panel, click the Add Panel link.

Select a Theme

  • Click the Select a Theme link to change the current theme. This will take you to Select a Theme page.
  • Choose either Salesboom Default Theme (current) or the Accessibility Theme by clicking on Use this Theme link.

Set Organization Logo

click to view settings |  salesboom Cloud CRM Click to View the Setting Organization Logo Video Tutorial

  • Please note: This feature can only be performed by administrators.
  • Within the Control Panel Click the Organization Administration link.
  • After clicking Organization Administration click on the Set Organization Logo link.
  • After clicking on the Set Organization Logo link you have the option to choose a file from your computer and click Save. Please note that it may take up to 30 minutes for your logo to display.

Share My Calendar

  • Click the Share My Calendar link to share your own calendar. This will take you to Share Calendar page.
  • Click on Share my Calendar to choose your calendar. And from the drop down menu you can choose the appropriate option.
  • Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Calling Preferences

  • Click the Calling Preferences link to choose the method in which you would like Salesboom to place your outgoing calls. This will take you to Calling Preferences page.
  • Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Control Panel -> Import

Importing works for all the existing imports in salesboom:

Opportunities, Accounts, Leads, Contacts, Contracts, Products and Tasks.

The user interface for importing basically remains unchanged for the first two steps.

  1. uploading a CSV file and
  2. mapping the columns in the CSV file to salesboom's columns.

After mapping the columns, a summary screen will be displayed listing any Errors that occured when Salesboom was checking over the CSV file you uploaded. If the user decides to continue with their import, they just click the "Import Now" button

Here is a list of Errors that are flagged.

  1. Selection Lists:
    e.g. Lead Source when importing Accounts. (If you put an invalid value for the column "Lead Source" in your CSV file, like "blahblah", you will be warned on the error summary screen.)
  2. Empty Required Fields:
    If a field shown in red on the mapping screen is empty
  3. Numeric/Money fields
    Entering invalid numbers for currency/numeric fields: e.g. Amount under Opportunities
  4. Boolean:
    valid values for boolean fields. (e.g. "Active" in Contacts) are: true,t,yes,on (true) or false,f,no,off (false) NOTE: these are case insensitive, and it's easy to add more
  5. Integer fields:
    e.g. "Percent Complete" under Tasks - Values must be a valid integer.
  6. Lookups (linking salesboom objects):
    1. - e..g fields like "Account" and "Contact" when importing tasks.
    2. For linking contacts you would like a Task to a Contact by giving the name in the form "John McDonald" in your "Contact" column in the CSV file. (This is how sf does it.) I just realized I should probably use something in adition to just the contact name to better distinguish between Contacts (e.g. two John Smith's), but I can fix this quickly sometime next week
    3. To link accounts, use the Account name. (e.g. "asdf")
  7. Text
    Text that is too large to fit in the database column is cut off to fit by default. (this is obtained from the database so if we change a column attributes, Importing will be updated automatically.)

For everything but Text, the default operation is to leave the entry blank on insert if an error is encountered. (so if the user has an invalid "Percentage Completed" for a Task in their CSV file, none will be inserted for the record with the problem.

If you are missing a column for a record, an empty one is created on import.

Cloud CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
Cloud CRM Implementation Kit
Table of Contents
Fast Track Program
Online Training
Free Cloud CRM Trial
Export & Import
Cloud CRM Video Tutorials
Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep
  © 2003-2018 Inc All rights reserved. Legal 1.855.229.2043 Various trademarks held by their respective owners.