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

What is a Lead?
A lead is a prospective customer or opportunity. This could be a person you were talking to at a trade show or someone who submitted registration form using your company's web site.

Leads Tab Page Use the Leads tab page to create and update your leads. There are numerous sort and filter options available to help you locate key leads quickly. You can generate and print standard as well as customizable reports. The Leads tab page is divided into two sections. The Featured Leads section displays a lead summary based on criteria chosen from the Show drop down box. The Manage Leads section contains tools to help you create and manage your leads.

Viewing Leads Use options found in the Show drop down box to generate a summary of leads based on a variety of criteria. Simply select one of the options from the drop down box and a summary of all leads matching your selection will be displayed in a few seconds. You can also select a letter from the alphabet list located at the top and bottom of the summary. This will display a summary of leads beginning with the selected letter. To view a listed lead in detail, click the View link located to the left of the lead.

See Also: Sorting Reports and Views

Custom Lead Views See: Creating Custom Views

Manage Leads The Manage Leads section contains three subsections:
  • Quick Addition allows you to create a new lead.
  • Generate Reports contains a variety of reports you can generate.
  • Lead Tools contains a list of helpful tools.
See Also:
Generating Lead Reports
Creating a New Lead
Lead Tools

Managing Leads

Creating a New Lead There are two ways that you can add a new lead. Use Quick Addition if you want to quickly add a new lead without entering a lot of information. Further details can be filled in at a later time. Use Detailed Addition if you want to add a new lead with a detailed profile.

Quick Addition
  • Choose the Leads tab located at the top of the page.
  • Scroll down to the Quick Addition section.
  • Enter the information for the new lead in the fields provided. Fields highlighted in red and marked with an asterisk are required fields. The other fields may be left blank if you wish.
  • Click the Save Lead button to create the new lead.
Detailed Addition
  • Choose the Leads tab located at the top of the page.
  • Click the Add Lead button located in the upper right region of the Leads tab page. THis will take you to the New Lead page.
  • Fill in your lead information using the Lead Information, Address Information and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
  • Save your lead using either of the following two methods: i. Select the Save & New button to save your new lead. You will then be presented with a blank form on which you can create another new lead.

    ii. Select the Save button to save your new lead. This will bring you to a summary page for your new lead. From this page you can Edit, Delete, Clone (make a copy) and Print your lead information.
    See Also: Edit, Clone or Delete a Lead

Sending Notification When creating a new lead you can send notification to any number of users within your organization. This is especially useful when assigning a lead to another user. You can notify the user that a lead has been assigned to them. Upon receiving notification, the user can then view the lead from their Leads tab page. Follow these steps to send notification:
  • In the Notification section, use the Add ( ) and Remove ( ) buttons to add or remove users from the Notified Users list.
  • Type your notification message in the Notification Message text box.
  • Notification will be sent to the selected users when the Save button is clicked to save the lead information.

Edit, Clone or Delete a Lead When a lead summary is displayed on the Leads tab page or in a generated report, click the View link to view a lead in detail. You can now Edit, Clone or Delete the lead.

Click to View the Locating Duplicate Leads Video Tutorial

Edit: Click the Edit button to change the information for the lead. Be sure to fill in all required fields. These are highlighted in red and marked with an asterisk. When you want to save your changes select the Save or Save & New button.

Clone: Click the Clone button to create a copy of the lead. You can now change or add information to the copy if you wish. Select the Save or Save & New button to save the cloned lead.

Delete: Click the Delete button. You will be prompted to verify that you want to delete the lead. Click OK to delete the lead. Click Cancel to cancel the deletion.

Converting a Lead to an Account When one of your leads turns into a customer, or some other business relationship, you can create a new account in by converting the lead into an account. In addition, a contact will be created that will be linked to the account. You also have the option of creating an opportunity. To convert a lead:

Click to View the Converting Leads Video Tutorial

  • Go to the Leads tab page.
  • Use the Featured Leads section to display the lead you are interested in converting.
  • Once displayed, click the View link to view the details for the lead.
  • Click the Convert button. This takes you to the Convert Leads page.
  • The company that the lead was associated with is used for the account name.
  • The name of the lead is used for the contact name.
  • You also have the option of creating an opportunity since the lead is now a customer and is conducting business with you. The default name for the opportunity is the company name associated with the lead. Click the Create Opportunity check box to create an opportunity when you convert the lead.
  • Click the Convert button.
  • You now have the option of creating an opportunity. Check the Create Opportunity checkbox if you want to create an opportunity when the lead is converted. As well, enter a name for the opportunity in the Opportunity Name field.
  • Click the Convert button to convert the lead. An account, contact and opportunity, if selected, will be created using information obtained from the lead.
  • The new contact and opportunity, if selected, will be visible in the Related Records section when viewing the account details for the new account.

Generating Lead Reports Running Reports The Generate Reports section contains a number of reports you can run. These reports have predefined search criteria. All you have to do is click a listed report to run it. Other lead reports are listed on the Reports tab. Click the All Reports button in the Generate Reports section or click the Reports tab at the top of the page.

Lead Tools

Import Leads See: Importing Data

Lead Web Capture Tool The web capture tool allows you to create an HTML form that can be filled out on your web site. When the user fills in and submits the form, a new lead is created in your organization containing the information entered by the user. This tool is invaluable for tracking potential customers.

See: Web Capture Tool

Click to View the Attaching Documents to Leads Video Tutorial

Attaching a Document to a Lead Documents can be easily attached to any lead within providing you quick and easy access to relative information while operating with Leads. All documents attached to Leads remain attached once the lead is converted ensuring no important information is lost.

  • Select the Lead you wish to attach a document to
  • Under the Add a Record Section at the top right of your screen or in the Related Records Section in the Documents Tab is the ability to Attach Documents
  • Click Add Document
  • Select the Folder within you wish the Document to be stored in
  • Add a Description and Keywords related to the Document for easy searching at a later date
  • Within the Document Attachment Screen you can also attach your Document to other areas of including; Account, Contact, Opportunity, Task, Contract, Solution, Cases, Campaign, Project, Order, Invoice, Product and Events
  • Click Choose File and select a Document from your computer
  • Click Save to upload and Attach your Document
  • Now when viewing thie Lead or any other record you Attached the Document to, it can be found in the Related Records Section under the Documents Tab. You can also Click Documents Home to view the Document in its storage folder.

Attaching a Photo to a Lead Photos can be easily attached to any lead within providing you with a picture of the person you are dealing with.

  • Select the Lead you wish to upload a Photo to
  • Click on the blank or current photo displayed to select your new image
  • Click Choose File and Select a Photo from your computer
  • Click Save
  • Now when viewing this Lead the Photo is visible in the top right corner of your screen
  • Please Note: Photo size should be 85 pixels by 85 pixels or contain the same width and height and will automatically resize.

Adding a Note to a Lead See: Notes

Adding a Task to a Lead See: Tasks
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