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INTRODUCTION TO COLOR CODING TECHNIQUE

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What is a Color Coding Technique?
A color code is a technique for displaying data by using different colors. The CRM Color Code technique assessment is the most accurate, comprehensive, and easy to use to prioritize your tasks.
The CRM Color Code not only prioritizes your tasks but enabling you to gain much deeper and more useful insights into what your sales reps doing.
A CRM Color Coding system helps to visually prioritize your leads and accounts by having programmable workflow rules automatically change the color of your records automatically. You can personalize the workflow rules to automatically change color at a specified time, and you can even personalize the colors that are displayed next to each Lead in the Leads Tab by simply using the color picker. Our Cloud Based CRM software is all about helping you target which leads require immediate contact with what message is appropriate and in a timely fashion.



Using a Color Coding Technique:
  • Go to the Control Panel page and select CRM Administration section.
  • Choose set-up Color Coding.
  • Select Object to personalize Color Coding (leads or Accounts) then click continue.
  • Determine the duration for Neglected Leads then Choose personalized my Colors button if you want to change the default colors using the color picker and click save.
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