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
Send Mass Emails
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

Email Settings

The Email Settings section contains links to tools that enable you to customize templates, add signature to your e-mail, 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 the 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.

Sending Mass E-mail's
  1. Step 1: Identify the records of the Contacts that you want to send mass emails to.
  • To do this you can run a tabular report for Contacts: Under Contact Tools section located at the bottom of your contacts screen, Click on “Create Tabular Report” link. (Note: A Contact Tabular Report can also be created using the Reports Section located at the top of your CRM Platform)

  • Select the fields that you need to display in the report, Then Press ‘Continue’. Please note that the email field must be selected to send a mass email later.

contact report fields

  • Select the order of the rows in which you want the data to be displayed (Ascending/ Descending). Then Press "Continue".

contact report rows

  • Select criteria for filtering the report. (Detailed Instructions are listed directly above filtering section). Press "Continue".

contact report filters

  • Select record limit to be displayed per page. Press "Continue".

contact record limit

  1. Send the Mass Email
  • Select the records of the contacts. You can select specific records or you can select all by clicking the box located at the top.
  • Click on "Send Mass E-mail" button.

send mass email

  • You have to options to send the mass email. Either “Html” or “Plain Text”, Select one of the 2 options.

mass email type

  • Select one of the Custom Templates or write your new email.
  • You can use Mail Merge Tag Generator to merge your emails. Select the field name from the selection list, then copy the tag name and paste it in the message area.

contact email tags

  • Note: To create “Custom Templates” – Go to "Control Panel" "Email Settings" "Custom Templates".
  • Press "Send Message" button to send the broadcast.

mass email sent

  • Now, you have successfully sent your Mass E-mail!

mass email history

  • Note: A history of all Mass E-mails sent can be located in you Control Panel under "Email Settings" "Mass E-Mail History".

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, and number of e-mails were sent successfully.

Detailed Mass E-mail Reporting

  • Create or Select the Campaign you wish to send your Mass Email from or Create a Report list with all the Contacts you wish to Email
  • In the Related Records Section of a Campaign Click the Leads Tab then Click Send Mass Email. When using Reports, select all records you wish to contact and Click Send Mass Email
  • Select the type of Email, either HTML or Plain Text
  • Select from one of your Custom Templates of type your Email Subject and Text
  • Click Send Message
  • Your message has been sent. The screen you will be taken to provides you with a link to view your Mass Email History. You can also locate your Mass Email History via the Control Panel under the Email Settings Tab.
  • The Mass Email Report provides you with an overview of all Mass Email activity with brief statistics
  • To view more detailed data about a particular Mass Email click View located to the left of all Mass Emails
  • The more detailed Email Report provides you with information on, Sender, Subject, Message, Number of Emails Opened, Number of Emails Successfully Sent and Number of Emails Unsuccessfully Sent.
  • To view which individual contacts successfully and unsuccessfully received or opened the Mass Email click on Details located on the right side of the Mass Email Report.
  • You will be taken to a Detailed view of your Email activity

Adding an Attachment to a Mass Email

Click to View the Mass Email Attachment Video Tutorial Here

  • Identify the records of the Contacts you wish to send your mass email to by following the steps above or select a Campaign you with to contact to leads of
  • Select those you wish to contact from your report
  • Click Send Mass Email
  • Select the type of email you wish to send, either HTML or Plain Text
  • Located above the To field click Add Attachment
  • Click Choose File
  • Select the file you wish to attach from your computer
  • Once file is selected click Attach File
  • Please note all attachments should be added prior to typing your email
  • When finished typing your email click Send Message

Microsoft Outlook Integration
  • Click the Microsoft 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.

E-mail to Case
  • Click the Email to Case link. This will take you to your E-mail to Cases page.
  • Click Add Route to add a new e-mail to case route. Enter the route name, E-mail Host, Username, and password; choose the case type from the drop down menu. Choose the default contact, case Priority, case group, reply address, and auto reply template. Check Enabled if you want to activate this route otherwise it will not be activated.
  • Choose one of the radio button Create Case only, Create contact only, or create case and contact.
  • Click the Save button to save your changes. Click the Save & New button to save your changes your changes and create a new e-mail to case route.

E-mail to Lead CRM Software can be used to create a Lead within our CRM Platform from an Email. A received Email from a predefined account will automatically create a Lead which is stored instantly within our CRM. Also, if there is an attachment within the received Email it will be added to the newly created Lead as a Related Document for quick and easy reference.
  • Click on Control Panel
  • Click on E-Mail-to-Lead found under the Email Settings Tab
  • Click on Add Route
  • Enter all information and select the criteria to be applied to this process
  • Review all information
  • Leads will now be created when Emails are received

Viewing Email Messages

  • Go to the Email tab page. All folders can be seen from this page.
  • Select a folder, which is underlined to show that it can be selected. This will take you to a page listing the email message the folder contains.
  • To view a listed message, click the email Subject.

Viewing Email Folders All email folders can be seen from the Email tab home page.

Creating an Email Folder
  • Click the Create Folder link located toward the top of the Email tab home page. This takes you to the Create a Folder page.
  • Enter the name for the new folder in the Folder Name text box.
  • Click the Create button to create the new folder.

Composing an Email Message
  • Click the Compose link located toward the top of the Email tab home page. This takes you to the Email Compose page.
  • Fill in the message fields like you would for any other email message.
  • Click the Send button to send the message. Click Cancel if you want to stop composing the message.

Adding Attachments to Email Messages
  • When composing a new email message, click the Add Attachment link located toward the bottom of the email composition form. This takes you to the Add Attachment page.
  • Select a file to attach by clicking the Browse button. Use the Choose file dialog box to select the file you want to attach.
  • Once a file is selected, the full path to the file will be displayed in the Select File text box.
  • Click the Attach File button to attach the specified file to the email message you are composing. Click Cancel if you decide not to attach a file.
  • Repeat the steps above to attach additional files. Attached files are listed in the Attachments section of the email composition form. Click the remove link to remove an attachment.

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