CRM Software Support Center

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


The Data Management section contains links to tools that enable you to customize templates, add signature, customize the external e-mail settings, and access the Microsoft Outlook Integration.

Custom Templates
  • Click the Custom Templates link. This will take you to the Email Options: Custom Templates page.
  • Click Add button to add a new custom template. Click the Add button below the message text area to save your template. Click the Cancel button to cancel your changes. You will then be taken back to the Email Options: Custom Templates page.
  • Pick a custom template that you want to delete and then click Delete button.
  • Pick a custom template that you want to edit and then click edit button. The Edit page will appear. You are able to edit in your template. Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will be taken back to the Custom Templates page.
  • You can click Back to Options button. You will be taken back to the Email Options page. You can choose between Email Options.

  • Click the Signature link. This will take you to the E-mail Signature page.
  • Enter your signature information in the text area box. This information will be appended to all your outgoing e-mail messages.
  • Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will then be taken back to the Email Options page.

External E-mail Settings
  • Click the External E-mail Settings link. This will take you to your External E-mail Settings page.
  • In the Username text box type the E-mail username supplied by your Internet Service Provider (ISP).
  • In the Password text box type the Password you used to log into your e-mail.
  • In the E-mail Host text box type E-mail server which Salesboom will connect to and retrieve your e-mail messages. The server must support IMAP in order for integration into Salesboom to be successful.
  • In the E-mail Address text box type the Outgoing e-mail address supplied by your Internet Service Provider (ISP).
  • In the Host Protocol text box choose the protocol used by the mail host.
  • Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will then be taken back to the Email Options page.

Mass E-mail History
  • Click the Mass Email History link. This will take you to your Mass E-mail History page.
  • This page tells you the time you sent your mass e-mail, total number of e-mails, number of e-mails were sent successfully.

Microsoft Outlook Integration

  • Click theMicrosoft Outlook Integration link. This will take you to MS Outlook Integration page.
  • You have three tabs Features, Guide, and Download.
  • Features page gives you idea about features in the MS Outlook Integration.
  • Guide shows you how to get started with Salesboom Outlook Edition 2005. It shows you how to install it and use it for the first time.
  • Download page, you can easily download MS Outlook Integration Software Integration Software.

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
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 occurred 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):
-E.g. fields like "Account" and "Contact" when importing tasks.
- 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 addition 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
- 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.

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