620 lines
56 KiB
Plaintext
620 lines
56 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
|
||
<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
|
||
|
||
<script runat="server">
|
||
protected override void Init()
|
||
{
|
||
PageTitle = PageCaption = "CRM. Getting Started";
|
||
MetaKeyWords = "customer relationship management, contacts, client, company, opportunity, task, case, participant";
|
||
MetaDescription = "Manage customer relations, create client database, track opportunities, assign tasks, plan and organize events.";
|
||
|
||
var guides = new GuidesModel();
|
||
|
||
guides.CaptionRelatedTips = "Related Tips & Tricks";
|
||
guides.Title = "Blogs rating";
|
||
guides.RelatedTips = "Are you a Basecamp user and wish to try managing your project via the online office?";
|
||
guides.LearnMore = "Learn more...";
|
||
(Page as BasePage).Guides = guides;
|
||
}
|
||
|
||
</script>
|
||
|
||
|
||
<div class="MainHelpCenter GettingStarted">
|
||
<ul class="TableOfContents">
|
||
<li><span class="gs_link gs_active" id="all">All</span></li>
|
||
<li><span class="gs_link" id="Overview">Overview</span></li>
|
||
<li><span class="gs_link" id="AddingContacts">Adding contacts</span></li>
|
||
<li><span class="gs_link" id="AssigningTasks">Assigning tasks</span></li>
|
||
<li><span class="gs_link" id="ManagingOpportunities">Managing opportunities</span></li>
|
||
<li><span class="gs_link" id="MakingInvoices">Making invoices</span></li>
|
||
<li><span class="gs_link" id="OrganizingCases">Organizing cases</span></li>
|
||
<li><span class="gs_link" id="VoIP">Using VoIP</span></li>
|
||
<li><span class="gs_link" id="GeneratingReports">Generating reports</span></li>
|
||
<li><span class="gs_link" id="ChangingCRMSettings">Changing CRM module settings</span></li>
|
||
</ul>
|
||
<div class="keyword_block">
|
||
<ul>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-crm/onlyoffice-crm.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/add-contacts/add-contacts.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restrict-access/restrict-access.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/edit-contact/edit-contact.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/assign-task/assign-task.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/create-opportunity/create-opportunity.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/crm-settings/crm-settings.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/add-company/add-company.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/contact-types/contact-types.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/user-fields/user-fields.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/task-categories/task-categories.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restrict-access-to-contacts/restrict-access-to-contacts.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restrict-access-to-module/restrict-access-to-module.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/import-contacts/import-contacts.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/delete-contact/delete-contact.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/delete-opportunity/delete-opportunity.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/opportunity-stages/opportunity-stages.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/history-event-categories/history-event-categories.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/contacts/contacts.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/invoices/invoices.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/voip/voip.ascx" /></li>
|
||
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/generate-report/generate-report.ascx" /></li>
|
||
</ul>
|
||
</div>
|
||
|
||
|
||
|
||
<div class="gs_content" id="Overview_block">
|
||
<h2>Overview</h2>
|
||
<div class="PortalHelp">
|
||
<p><b>CRM</b>, or <em>Customer Relationship Management</em>, is a strategy used by many companies and aimed at getting more information about their customers' needs and behaviors in order to improve their interactions, therefore reducing the company costs and increasing their profitability. </p>
|
||
<p><b>CRM</b> is a simple customer relationship management tool which helps achieve these goals providing you with:</p>
|
||
<ul>
|
||
<li>a unique place for your customer database,
|
||
<p><b>CRM</b> is a modern alternative to a spreadsheet used by many companies to store their customers' data. Unlike the spreadsheets <b>CRM</b> offers a multi-user access to the stored data, moreover it allows you to restrict access to some contacts making them private so that only the authorized people could view and edit them.</p>
|
||
</li>
|
||
<li>several ways to add new contacts to your customer database,
|
||
<p>Add contacts one by one manually entering the available data, or import your contacts all at once from a <b>.csv</b> file, or even add contacts automatically creating a <b>Website Contact Form</b>.</p>
|
||
</li>
|
||
<li>a simple way to arrange your contacts,
|
||
<p>Divide your contacts into types and add tags. It helps you create special marketing campaigns, track your contacts and simply facilitate the contact search process. </p>
|
||
</li>
|
||
<li>a great opportunity to keep track of the potential sales,
|
||
<p>Create <b>opportunities</b> and link them with projects to organize the work and make the sale management easier and more effective.</p>
|
||
</li>
|
||
<li>a possibility to bill your customers in seconds,
|
||
<p>Make an <b>invoice</b> for products and services provided and send it to your customers using the contact information stored in your customer database. </p>
|
||
</li>
|
||
<li>an effective way to organize a common event for your customers,
|
||
<p>Use <b>cases</b> to plan and keep track of a common event: add tasks to manage your team work, store all the realated documentation in one place, track the work history.</p>
|
||
</li>
|
||
<li>an easy and convenient way to call your customers right from a web browser,
|
||
<p>Use the <b>VoIP</b> functionality to receive incoming calls from your customers and make outgoing calls right from your portal.</p>
|
||
</li>
|
||
</ul>
|
||
<p>To access the <b>CRM</b> module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="AddingContacts_block">
|
||
<h2>Adding contacts</h2>
|
||
<div class="PortalHelp">
|
||
<p>There's no doubt that it's very important to keep all information about clients in order, so that it can be quickly accessible and easily updated. The <b>CRM</b> module allows you to create your own customer database, whether your clients are big companies or single individuals.</p>
|
||
<p>To add a new contact to your customer database:</p>
|
||
<ol>
|
||
<li>Click the <b>Create New...</b> button in the upper left corner and select one of two options: <b>Person</b> or <b>Company</b>.</li>
|
||
<li>Fill in the obligatory fields: <b>First Name</b> and <b>Last Name</b> for persons, <b>Company Name</b> for companies.</li>
|
||
<li>Select a <b>Contact Type</b> or leave the type <b>not specified</b>.
|
||
<div class="notehelp">
|
||
The portal and CRM administrators can change the default contact types according to their company needs. Just click the <b>Contact Types</b> link in the <b>Settings >> Contact settings</b> section. For more details please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/contact-types-new.aspx")%>">this article</a>.
|
||
</div>
|
||
</li>
|
||
<li>Enter any other available information: <b>Email</b>, <b>Phone</b>, <b>Web Site/Social Networks</b>, <b>Address</b>, <b>Description</b>.
|
||
<%--<p>To facilitate this process, make use of the <b>Find in CrunchBase</b> option. If the company you create is present in this base, you could view and select the information you need after clicking the <b>Find in CrunchBase</b> link below the <b>Company Name</b> field.</p>--%>
|
||
<p>To enter some additional information customize user fields. To do that, first of all save the currently created contact. Otherwise all the entered information will be lost. Then expand the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
|
||
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/adding-fields.aspx")%>">this article</a>.</p>
|
||
<div class="notehelp">
|
||
This function is available for portal and CRM administrators only.
|
||
</div>
|
||
</li>
|
||
<li>Select the <b>Currency</b> for this contact from the list of the available ones. The selected currency will be used in the invoices you create for this contact.</li>
|
||
<li>Add some existing <b>Tags</b> selecting them from the list or create a new one.</li>
|
||
<li>Upload a photo.
|
||
<p>To add/change a picture click the <b>Change photo</b> link below the image area. The <b>Choose a profile photo</b> window will open. If you wish to upload a picture from PC click the <b>Browse</b> button, locate a desired picture stored on your hard disk drive and double-click it to load.</p>
|
||
<div class="notehelp">You can upload an image not larger than <b>200x300 pixels</b>, otherwise resizing will take place. The maximum image size cannot exceed <b>1 MB</b>.</div>
|
||
<p>If you previously filled the social network user field in the contact profile the images from the social networks will be displayed in the <b>Choose a profile photo</b> window. Click the one you wish to use for a contact.</p>
|
||
</li>
|
||
<li>Assign a contact manager.
|
||
<p>By default, the contact you create is assigned to you. If you wish to appoint another manager for this contact, click the <b>Add user</b> link and select the necessary user. The selected user will be notified about a new contact assigned to him/her.</p>
|
||
</li>
|
||
<li>Make the contact available to other users.
|
||
<p>By default, the access to the newly created contact is granted to its managers only. Check the <b>Allow access to the company/person for all CRM users</b> box if you wish to grant access to all CRM users i.e. make the contact public. Specify the access type selecting the necessary option from the drop-down list: </p>
|
||
<ul>
|
||
<li><b>for reading</b> - to allow all users to view this contact (this option is selected by default),</li>
|
||
<li><b>for reading/writing</b> - to allow all users to view and edit this contact.</li>
|
||
</ul>
|
||
<p>Public contacts are marked with the <img alt="Public contact Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/PublicCRMContact.png")%>" /> icon on their photos.</p>
|
||
</li>
|
||
<li>Click the <b>Save</b> button or use the <b>Save and Create New Contact</b> button to start creating a new contact right after saving the current one.</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="Add company" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/contact.png")%>" />
|
||
<img alt="Add company" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/contact.png")%>" />
|
||
<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To add several contacts at once,</p>
|
||
<p>Make use of the <b>Import contacts</b> option. This option helps you move all your contacts from a <b>.csv</b> file to <b>CRM</b> module without efforts. To do that, just click the <img alt="More Actions button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/auxbutton.png")%>" /> button to the right of the <b>Create New</b> button, select the <b>Import contacts</b> option and follow the step by step instructions.</p>
|
||
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/guides/import-contacts.aspx")%>">this article</a>.</p>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To add contacts automatically,</p>
|
||
<p>Use the <b>Website Contact Form</b>. This option allows you to build a form that you can publish on your site. Your potential customers will be automatically added to your customer database when they contact you via the online form embedded on your web page. To do that, click the <b>Website Contact Form</b> link from the <b>Settings</b> list on the left side panel and follow the step by step instructions.</p>
|
||
<div class="notehelp">
|
||
This function is available for portal and CRM administrators only.
|
||
</div>
|
||
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/website-contact-form.aspx")%>">this article</a>.</p>
|
||
<p>Once your clients are manually created through the <b>Create new company/person</b> form, imported from a <b>.csv</b> file, or automatically added via <b>Website Contact Form</b>, they will be all included in the <b>Contacts</b> list of the <b>CRM</b> module.</p>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To update the available contact information,</p>
|
||
<ol>
|
||
<li>select the necessary contact from the <b>Contacts</b> list,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the contact name,</li>
|
||
<li>select the <b>Edit contact</b> option from the drop-down list,</li>
|
||
<li>make all the changes you need and click the <b>Save Changes</b> button.</li>
|
||
</ol>
|
||
<p>To delete a contact, choose the corresponding option from the <b>Actions</b> drop-down list.</p>
|
||
<div class="notehelp">
|
||
If an invoice has been made out to a contact, you cannot delete this contact until you delete the associated invoice.
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="AssigningTasks_block">
|
||
<h2>Assigning tasks</h2>
|
||
<div class="PortalHelp">
|
||
<p>The <b>Tasks</b> section gives you a full overview of coming duties at a glance. Collaborating with a client you can create tasks for yourself or assign them to other colleagues.</p>
|
||
<p>To set a task:</p>
|
||
<ol>
|
||
<li>Click the <b>Create New...</b> button in the upper left corner and select the <b>Task</b> option.</li>
|
||
<li>Enter a <b>Title</b> for your task.</li>
|
||
<li>Select an appropriate task <b>Category</b> from the drop-down list.
|
||
<div class="notehelp">
|
||
The portal and CRM administrators can change the default task categories according to their company needs. Just click the <b>Task Categories</b> link in the <b>Settings >> Other settings</b> section. For more details please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/tasks-categories.aspx")%>">this article</a>.
|
||
</div>
|
||
</li>
|
||
<li>Enter a contact you wish to link your task with.</li>
|
||
<li>Set a desired <b>Due date</b>: date and time.
|
||
<p>To do that, use one of the available options: <b>Today</b>, <b>3 days</b>, <b>Week</b>, or select it from the calendar, or enter it manually in the following format <b><em>dd/mm/yyyy</em></b>. </p>
|
||
</li>
|
||
<li>Set a task reminder.
|
||
<p>By default, you will be informed about your task a day before its due date. If you want to change the reminder time, open the <b>Alert</b> drop-down list and select one of the available options: 5 minutes, 15 minutes, half an hour, an hour, 2 hours, a day. To switch the reminder off select the <b>never</b> option from the drop-down list.</p></li>
|
||
<li>Select the responsible person you wish to assign this task to from the <b>Assigned to</b> list.
|
||
<p>By default, the task is assigned to you. To change the responsible person just click the link with your name and select the user you need. Leave the <b>Notify</b> box checked if you wish the responsible person to be notified about the new task assign to him/her.</p>
|
||
</li>
|
||
<li>Enter a short <b>Description</b>.</li>
|
||
<li>Click the <b>Save</b> button.</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="Assign task" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/task.png")%>" />
|
||
<img alt="Assign task" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/task.png")%>" />
|
||
<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>It's also possible to create a task within an opportunity or a case.</p>
|
||
<ol>
|
||
<li>open an appropriate opportunity/case page clicking its title,</li>
|
||
<li>switch to the <b>Tasks</b> tab below its title,</li>
|
||
<li>click the <b>Create task</b> link if there is no tasks or use the <b>Create new...</b> button in the upper left corner and select the <b>Task</b> option,</li>
|
||
<li>fill in the <b>Create new task</b> form,</li>
|
||
<li>click the <b>Save</b> button. </li>
|
||
</ol>
|
||
<p>This task will be automatically linked to the selected opportunity/case.</p>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To add the same task linked with different contacts make use of the <b>Create New Task</b> group operation,</p>
|
||
<ol>
|
||
<li>open the <b>Contacts</b> list,</li>
|
||
<li>select the contacts you need checking the box to the left,</li>
|
||
<li>click the <b>Create New Task</b> button at the top of the <b>Contacts</b> list,</li>
|
||
<li>fill in the <b>Create new task</b> form,</li>
|
||
<li>click the <b>Save</b> button. </li>
|
||
</ol>
|
||
<p>The tasks will be added to the <b>Tasks</b> list.</p>
|
||
<p>To learn more about <b>Group Operations</b> available in CRM please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/group-operations.aspx")%>">this article</a>.</p>
|
||
<div class="inner_delimiter"></div>
|
||
<p>If you need to edit a task,</p>
|
||
<ol>
|
||
<li>select the task you need from the <b>Tasks</b> list,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the task title,</li>
|
||
<li>select the <b>Edit task</b> option from the <b>Actions</b> drop-down list,</li>
|
||
<li>make all the changes you need and click the <b>Save Changes</b> button.</li>
|
||
</ol>
|
||
<p>Once the task is completed close it right in the <b>Tasks</b> list changing its status from <b>Open</b> to <b>Closed</b>. To do that, just click the arrow <img alt="Arrow" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/BlueArrow.png")%>" /> to the left of the task title and select the necessary status from the list.</p>
|
||
<p>To delete a task, choose the corresponding option from the <b>Actions</b> drop-down list.</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="ManagingOpportunities_block">
|
||
<h2>Managing opportunities</h2>
|
||
<div class="PortalHelp">
|
||
<p>An <b>opportunity</b> is used to keep track of the potential sales, their estimated due date, budget and success probability and help you manage your sales more easily and effectively.</p>
|
||
<p>To add an opportunity:</p>
|
||
<ol>
|
||
<li>Click the <b>Create New...</b> button in the upper left corner and select the <b>Opportunity</b> option.</li>
|
||
<li>Enter a <b>Title</b> for your opportunity.</li>
|
||
<li>Enter an opportunity <b>Contact</b> - person or company - selecting it from your customer database.</li>
|
||
<li>Add a short <b>Description</b>.</li>
|
||
<li>Specify your opportunity <b>Budget</b> currency, amount and type.</li>
|
||
<li>Set the <b>Estimated deal due date</b> using the calendar.</li>
|
||
<li>Select a <b>Responsible</b> for your opportunity from the drop-down list.</li>
|
||
<li>Set an opportunity <b>Stage</b> using the drop-down list. The <b>Success probability</b> in percent will set accordingly.
|
||
<div class="notehelp">
|
||
The portal and CRM administrators can change the default opportunity stages according to their company needs. Just click the <b>Opportunity Stages</b> link in the <b>Settings >> Other settings</b> section. For more details please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/opportunity-stages.aspx")%>">this article</a>.
|
||
</div>
|
||
</li>
|
||
<li>Enter other requested information, if available.
|
||
<p>To enter some additional information customize user fields. To do that, first of all save the currently created opportunity. Otherwise all the entered information will be lost. Then explore the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
|
||
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/adding-fields.aspx")%>">this article</a>.</p>
|
||
<div class="notehelp">
|
||
This function is available for portal and CRM administrators only.
|
||
</div>
|
||
</li>
|
||
<li>Restrict access to your opportunity checking the corresponding box.
|
||
<p>By default, the access to the newly created opportunity is granted to all portal users. Check the <b>Restrict access to the opportunity</b> box and select the users you wish to grant the access to clicking the <b>Add users</b> link. The selected users will be notified about new opportunity added and will be able to view and edit it.</p>
|
||
</li>
|
||
<li>Click the <b>Save</b> button or use the <b>Save and Create New Opportunity</b> button to start creating a new opportunity right after saving the current one.</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="Add opportunity" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/opportunity.png")%>" />
|
||
<img alt="Add opportunity" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/opportunity.png")%>" />
|
||
<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>The created opportunity will be added to the <b>Opportunities</b> list. You can access it either from the <b>Opportunities</b> list clicking the corresponding link on the left side panel or clicking the client name in the <b>Contacts</b> list and switching to the <b>Opportunities</b> tab inside.</p>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To organize the work on your opportunity more efficiently you can create a project. To do that,</p>
|
||
<ol>
|
||
<li>select the opportunity you need in the <b>Opportunities</b> list,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the opportunity title,</li>
|
||
<li>select the <b>Create project</b> option from the drop-down list,</li>
|
||
<li>fill in the form and click the <b>Save</b> button.</li>
|
||
</ol>
|
||
<div class="inner_delimiter"></div>
|
||
<p>Each time your customer relations take a step forward, the opportunity related to this client goes to a new stage. To change the opportunity stage,</p>
|
||
<ol>
|
||
<li>open the opportunity overview page clicking its title,</li>
|
||
<li>select one of the available stages from the corresponding drop-down list.</li>
|
||
</ol>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To edit an opportunity,</p>
|
||
<ol>
|
||
<li>select the opportunity you need in the <b>Opportunities</b> list,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the opportunity title,</li>
|
||
<li>select the <b>Edit opportunity</b> option from the drop-down list,</li>
|
||
<li>make all the changes you need and click the <b>Save Changes</b> button.</li>
|
||
</ol>
|
||
<p>To delete an opportunity, choose the corresponding option from the <b>Actions</b> drop-down list.</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="MakingInvoices_block">
|
||
<h2>Making invoices</h2>
|
||
<div class="PortalHelp">
|
||
<p>The <b>Invoices</b> section allows you to create and manage invoices for the products and services provided.</p>
|
||
<p>To create an invoice:</p>
|
||
<ol>
|
||
<li>Click the <b>Create New...</b> button in the upper left corner and select the <b>Invoice</b> option.</li>
|
||
<li>Check your <b>Invoice number</b>.
|
||
<p>By default, the invoice number is generated automatically using the <b>INV</b> prefix and the number in the <b>#######</b> format starting from <b>0000001</b>. But you can easily change it while creating an invoice. To do that, just click the <b>Change format</b> link next to the <b>Invoice number</b> field. Enter a necessary <b>Prefix</b> and the <b>Start number</b>. </p>
|
||
<p>If you don't want the invoice number to be generated automatically, uncheck the <b>automatically generated</b> case. After that you will be able to enter any number you need manually.</p>
|
||
<div class="notehelp">
|
||
This option is available for portal and CRM administrators only.
|
||
</div>
|
||
</li>
|
||
<li>Set the <b>Invoice date</b> selecting it from the calendar, or entering it manually in the following format <b><em>dd/mm/yyyy</em></b>.
|
||
<p>The <b>Invoice date</b> is the date the invoice is issued.</p>
|
||
</li>
|
||
<li>Select a <b>Client</b> you wish to create the invoice for using the search field.
|
||
<p>The system will use the billing address information stored on your customer database. If necessary, you can change it using the <b>Edit billing address</b> link which appears below the client name once it is selected.</p>
|
||
</li>
|
||
<li>Select a <b>Consignee</b> using the search field.
|
||
<p>If the <b>Consignee</b> coincides with the <b>Client</b>, just check the <b>coincides with the client</b> box and add the delivery address using the corresponding link which appears next to the <b>Edit billing address</b> link.</p>
|
||
</li>
|
||
<li>Link the invoice with one of the available opportunities.</li>
|
||
<li>Set a <b>Due date</b> using one of the available options to the right: <b>Due on receipt</b>, <b>15 days</b>, <b>30 days</b> or <b>45 days</b>, or selecting it from the calendar, or entering it manually in the following format <b><em>dd/mm/yyyy</em></b>.
|
||
<p>The <b>Due date</b> is the date by which the invoice needs to be paid.</p>
|
||
</li>
|
||
<li>Select the <b>Invoice language</b> from the list of the available ones.</li>
|
||
<li>Select the <b>Currency</b> for your invoice. By default, the currency specified in the profile of the client is used. If the currency is not set in the client's profile, the default currency specified in the CRM settings is used. If necessary, you can select any other currency from the list of the available ones.
|
||
<p>If you select a currency that differs from the default currency specified in the CRM settings, the <b>Exchange rate</b> field is also displayed. Set the appropriate conversion rate and click the <b>Save</b> button.</p>
|
||
<div class="notehelp">
|
||
The portal and CRM administrators can change the default currency and set conversion rates for the currencies from the list in the <b>Settings >> Currency settings</b> section. For more details please refer to <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/default-currency.aspx")%>">this article</a>.
|
||
</div>
|
||
</li>
|
||
<li>Enter a <b>PO Number</b>, if available.</li>
|
||
<li>Specify your payment <b>Terms</b>.
|
||
<p>If you wish to specify the general terms for all your future invoices, click the <b>Set default</b> link below the <b>Terms</b> field, enter your terms and click the <b>Save</b> button.</p>
|
||
</li>
|
||
<li>Enter <b>Client Notes</b>, if necessary.
|
||
<p>They will be displayed on your invoice and added to the message body if you send the invoice per <a class="see_also" href="mail.aspx">Mail</a>.</p>
|
||
</li>
|
||
<li>Fill in the <b>Products & Services</b> section.
|
||
<p>List the services/products you provided for your client. You can select them from the list, if available, or create right there opening the <b>Select item</b> list and clicking the <b>Create new item</b> link.</p>
|
||
<p>Enter the item <b>Quantity</b> and <b>Discount</b>, if applicable.</p>
|
||
<p>Add the sale <b>Tax</b> or leave this field empty. You can select the tax to apply from the list, if already available, or create a new one right there opening the <b>Tax</b> list and clicking the <b>Create new tax</b> link.</p>
|
||
<p>In the same way you can add as many services/products as you need.</p>
|
||
</li>
|
||
<li>Check the <b>Subtotal</b> and <b>Total</b> calculated automatically based on the information provided above.</li>
|
||
<li>Click the <b>Add This Invoice</b> button or use the <b>Add and Create New Invoice</b> button to start creating a new invoice right after saving the current one.
|
||
</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="Make invoice" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/invoice.png")%>" />
|
||
<img alt="Make invoice" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/invoice.png")%>" />
|
||
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>To specify your company information for the invoice, expand the <b>Settings</b> list at the left side panel, select the <b>Invoice settings</b> section and click the <b>Organization profile</b> link.</p>
|
||
<div class="notehelp">
|
||
This option is available for portal and CRM administrators only.
|
||
</div>
|
||
<p>Here you can:</p>
|
||
<ol>
|
||
<li>enter your company name,</li>
|
||
<li>add your company logo clicking the <b>Change Logo</b> button below the default image,</li>
|
||
<li>set your organization billing address filling in the <b>Address</b> section fields.</li>
|
||
</ol>
|
||
<p>All this information will be placed and displayed on your invoices.</p>
|
||
<div class="screen_block">
|
||
<img alt="Organization Profile" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/OrganizationProfile.png")%>" />
|
||
<img alt="Organization Profile" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/OrganizationProfile.png")%>" />
|
||
<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<div class="inner_delimiter"></div>
|
||
<p>Once the invoice is created, it will be added to the invoice <b>Drafts</b>. As soon as the invoice is sent to your client, paid or rejected by him/her, you can change its status in the <b>Invoices</b> list.</p>
|
||
<ol>
|
||
<li>check the invoice you need in the <b>Invoices</b> list,</li>
|
||
<li>click the <b>Change Status</b> button above,</li>
|
||
<li>select the appropriate status: <b>Draft</b>, <b>Billed</b>, <b>Paid</b> or <b>Rejected</b>.</li>
|
||
</ol>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To edit an invoice,</p>
|
||
<div class="notehelp">You can edit invoices with the <b>Draft</b> status only.</div>
|
||
<ol>
|
||
<li>select the invoice you need in the <b>Invoices</b> list,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the invoice title,</li>
|
||
<li>select the <b>Edit invoice</b> option from the <b>Actions</b> drop-down list,</li>
|
||
<li>make all the changes you need and click the <b>Save Changes</b> button.</li>
|
||
</ol>
|
||
<p>Using the <b>Actions</b> drop-down menu you can also download, print, send, duplicate or delete the selected invoice.</p>
|
||
</div>
|
||
</div>
|
||
|
||
|
||
<div class="gs_content" id="OrganizingCases_block">
|
||
<h2>Organizing cases</h2>
|
||
<div class="PortalHelp">
|
||
<p>The <b>Cases</b> section is aimed to simplify event organization, seminar and meeting arrangement etc. with a group of customers.</p>
|
||
<p>To plan an event:</p>
|
||
<ol>
|
||
<li>Click the <b>Create New...</b> button in the upper left corner and select the <b>Case</b> option.</li>
|
||
<li>Enter a <b>Title</b> for your <b>Case</b>.</li>
|
||
<li>Select your case <b>Participant</b> from the customer database.
|
||
<p>You can add as many participants as you wish using the search field. To delete a participant added by mistake, use the <img alt="Unlink contact Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/UnlinkContactIcon.png")%>" /> icon.</p>
|
||
</li>
|
||
<li>Add tags, if necessary, clicking the <b>Add tag</b> link and selecting one of the available tags or creating a new one.</li>
|
||
<li>Enter other requested information, if available.
|
||
<p>To enter some additional information customize user fields. To do that, first of all save the currently created case. Otherwise all the entered information will be lost. Then explore the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
|
||
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/adding-fields.aspx")%>">this article</a>.</p>
|
||
<div class="notehelp">
|
||
This function is available for portal and CRM administrators only.
|
||
</div>
|
||
</li>
|
||
<li>Restrict access to your case checking the corresponding box.
|
||
<p>By default, the access to the newly created case is granted to all portal users. Check the <b>Restrict access to the case</b> box and select the users you wish to grant the access to clicking the <b>Add users</b> link. The selected users will be notified about new case created and will be able to view and edit it.</p>
|
||
</li>
|
||
<li>Click the <b>Save</b> button or use the <b>Save and Create New Case</b> button to start creating a new case right after saving the current one.</li>
|
||
</ol>
|
||
<p>Once a case is created, you can schedule events, <a class="see_also" href="#AssigningTasks_block">assign tasks</a>, manage participants, store the related documentation.</p>
|
||
<p>For more information, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/guides/create-case.aspx")%>">this article</a>.</p>
|
||
<div class="screen_block">
|
||
<img alt="Add case" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/case.png")%>" />
|
||
<img alt="Add case" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/case.png")%>" />
|
||
<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To edit a case,</p>
|
||
<ol>
|
||
<li>select the case you need in the <b>Cases</b> list,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the case title,</li>
|
||
<li>select the <b>Edit case</b> option from the drop-down list,</li>
|
||
<li>make all the changes you need and click the <b>Save Changes</b> button.</li>
|
||
</ol>
|
||
<p>After your case took place you can close it in the system. To do that, just check the box to the left of the case title.</p>
|
||
<p>To delete a case, choose the corresponding option from the <b>Actions</b> drop-down list.</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="VoIP_block">
|
||
<h2>Using VoIP</h2>
|
||
<div class="PortalHelp">
|
||
<p>The <b>VoIP</b> feature allows you to receive incoming calls from your customers and make outgoing calls right from a web browser.</p>
|
||
<p>To use the IP telephony functionality, you need to sign up for a Twilio account and connect it to your portal specifying API credentials: <b>Account SID</b> and <b>Auth token</b>. They can be found at the <a target="_blank" class="links" href="https://www.twilio.com/console">Twilio Console</a> page in the 'Account Summary' section. </p>
|
||
<div class="notehelp">
|
||
The ability to connect a Twilio account is available for portal administrators only.
|
||
</div>
|
||
<p>Click the <img alt="Settings Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/SettingsIcon.png")%>" /> icon at the top of the page to go to your portal settings and open the <b>Integration -> Third Party Authorization</b> section. Click the switcher next to the <b>Twilio</b> service, specify API credentials in the appropriate fields and click the <b>Enable</b> button.</p>
|
||
<p>Once you connect your Twilio account to the portal, you will be able to add and manage virtual numbers.</p>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To add a virtual number,</p>
|
||
<ol>
|
||
<li>In the CRM module, go to the <b>Settings</b> section on the left-side panel and click the <b>VoIP Settings</b> option.</li>
|
||
<li>Click the <b>Buy phone number</b> link.</li>
|
||
<li>In the <b>Number purchase</b> window, select the necessary number from the list of the available ones and press the <b>Buy phone number</b> button.
|
||
<p>If you already have some phone numbers purchased earlier in your Twilio account, you can use the <b>Link purchased number</b> option. In a new window, select one of the available Twilio virtual numbers and click the <b>Link purchased number</b> button.</p>
|
||
</li>
|
||
</ol>
|
||
<p>When the first number is added to your CRM module, you can use the <b>Buy phone number/Link purchased number</b> link above the <b>Virtual numbers and operators</b> list to add some other numbers.</p>
|
||
<div class="notehelp">
|
||
If you are using a trial Twilio account, you cannot add more than one virtual number. Trial Twilio accounts also have some <a target="_blank" class="links" href="https://support.twilio.com/hc/en-us/articles/223136107-How-does-Twilio-s-Free-Trial-work-">other restrictions</a>. To use all the capabilities of the service, you'll need to upgrade your Twilio account.
|
||
</div>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To set up the added virtual number,</p>
|
||
<ol>
|
||
<li>In the <b>Virtual numbers and operators</b> list, select the number you want to set up.</li>
|
||
<li>Click the <b>Outgoing calls</b> switcher to enable the possibility to not only receive incoming calls but also make outgoing calls using this number.</li>
|
||
<li>Click the <b>Call recording</b> switcher to enable the possibility to record all incoming and outgoing calls for this number so that you will be able to listen to the necessary call recording later.</li>
|
||
<li>Click the <img alt="Arrow Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/arrow.png")%>" /> arrow to the left of the necessary number to <b>Add operators</b> who should be able to use this virtual number. Check the necessary portal users in the list and click the <b>Save</b> button. Once operators are added, the VoIP <img alt="VoIP Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/voipicon.png")%>" /> icon will be available for them on the top of the page.
|
||
<p>You can also set up <b>Outgoing calls</b> and <b>Call recording</b> for each of the added operators separately using the switchers next to the operator's name. To remove an added operator from the virtual number operator list, click the <b>Actions</b> <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the operator's name and select the <b>Delete</b> option.</p>
|
||
</li>
|
||
</ol>
|
||
<p>Use the <b>Actions</b> <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the necessary virtual number to <b>Edit</b> or <b>Delete</b> the number.</p>
|
||
<div class="screen_block">
|
||
<img alt="Set up number" target="img10_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/numbers.png")%>" />
|
||
<img alt="Set up number" id="img10_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/numbers.png")%>" />
|
||
<div target="img10_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>To learn more about common settings for all numbers and individual settings that you can apply to a separate number, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/guides/use-voip.aspx")%>">this article</a>.</p>
|
||
<div class="inner_delimiter"></div>
|
||
<p>To start accepting and making calls,</p>
|
||
<ol>
|
||
<li>Click the VoIP <img alt="VoIP Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/voipicon.png")%>" /> icon on the top of the page. The VoIP client opens in a new window.</li>
|
||
<li>Choose the <b>Online</b> status next to your name.</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="VoIP window" target="img12_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/voipwindow.png")%>" />
|
||
<img alt="VoIP window" id="img12_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/voipwindow.png")%>" />
|
||
<div target="img12_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>The <b>Browser</b> option is selected by default, and currently, it is the only available option in the drop-down list, so you don't need to do anything else. Now you are ready to accept incoming calls.</p>
|
||
<p>If you receive an incoming call, you can <b>Answer</b> or <b>Reject</b> it using the corresponding buttons within the VoIP window.</p>
|
||
<p>If a person whose phone number is stored in your CRM customer base calls you, the contact name is displayed in this window. You can click it to open the customer profile in a new browser tab and easily find all the necessary information about the client that can be useful during the phone conversation.</p>
|
||
<p>To end the call, click the <b>Disconnect</b> button.</p>
|
||
<p>The <img alt="Missed Calls button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/missedcallbutton.png")%>" /> button in the VoIP window allows to view the list of missed calls during the current session. If you want to call back to the person who called you, move the mouse cursor over the missed call <img alt="Missed Call icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/missedcallicon.png")%>" /> icon in the list so that it turns into the <img alt="Call Back button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/callback.png")%>" /> icon and click it.</p>
|
||
<p>The operators who have been granted sufficient permissions can make outgoing calls. To make a call,</p>
|
||
<ol>
|
||
<li>Click the <img alt="Dial pad Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/keypad.png")%>" /> button to open the dial pad.
|
||
<div class="screen_block">
|
||
<img alt="Call CRM contact" target="img11_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/makecall.png")%>" />
|
||
<img alt="Call CRM contact" id="img11_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/makecall.png")%>" />
|
||
<div target="img11_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
</li>
|
||
<li>Click the <img alt="Select contact Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/selectcontact.png")%>" /> icon to open the list of all existing CRM contacts. To facilitate searching for a contact, you can enter the contact name, entirely or partially, in the search field above the contact list. Select the necessary CRM contact from the list.
|
||
<div class="notehelp">
|
||
Alternatively, you can just click the necessary contact's phone number in the complete list of Companies/Persons on the <b>Contacts</b> tab. Currently, you cannot call a contact from his/her profile page.
|
||
</div>
|
||
<p>The selected contact phone number will be displayed in the corresponding field.</p>
|
||
<p><img alt="Phone number" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/phonenumber.png")%>" /></p>
|
||
<p>If the contact profile contains several phone numbers (mobile, work, home), click the <img alt="Arrow" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/choosenumber.png")%>" /> arrow in the right part of the phone number field to choose the necessary number. To remove the number, click the <img alt="Remove number" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removenumber.png")%>" /> icon.</p>
|
||
<p>To call to the number that is not stored in your customer base, select the country code from the <img alt="Country Code" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/countrycode.png")%>" /> list and enter the phone number using the keypad or your PC keyboard.</p>
|
||
</li>
|
||
<li>Click the <b>Call</b> button.</li>
|
||
</ol>
|
||
<p>If you call a contact stored in the CRM module, the link to the contact profile is displayed in this window, so that you can open the profile in a new browser tab.</p>
|
||
<p>If you make a call to a new number that is not stored in the CRM contacts or if you receive a call from such a number, this number will be automatically saved to your CRM contacts as a new contact. A new <b>Outgoing</b> or <b>Incoming call</b> event is also automatically added to the history for this contact.</p>
|
||
<p>All the incoming, outgoing and missed calls are displayed in the <b>Calls</b> section. Click the <b>Calls</b> link on the left-side panel to open the call list. It provides the following information about calls: date and time, agent (operator name), client (customer name stored in the CRM base), call duration and cost. If a call has been recorded, click the <img alt="Playback Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/playback.png")%>" /> icon to playback the recording. </p>
|
||
<p>For more details on viewing the call list and adding information about calls to your customer database, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/guides/use-voip.aspx")%>">this article</a>.</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="GeneratingReports_block">
|
||
<h2>Generating reports</h2>
|
||
<div class="PortalHelp">
|
||
<p>To keep up with what everyone is doing you need to constantly monitor the sales progress. You can view reports on successfully closed opportunities, evaluate sales forecast, build sales funnel, receive detailed statistics on contacts, tasks, opportunities, invoices and VoIP calls by managers, as well as get summary reports for a specified period.</p>
|
||
<p>Make use of the online office <b>Reports</b> system that allows you to easily analyze your data and visualize the information using charts and tables.</p>
|
||
<p>To generate a report:</p>
|
||
<ol>
|
||
<li>open the <b>Reports</b> list clicking the corresponding link on the left-side panel,</li>
|
||
<li>select the type of the report you wish to generate from the <b>Reports</b> list,</li>
|
||
<li>configure the available report parameters:
|
||
<ul>
|
||
<li>select the necessary <b>Time period</b> from the list,</li>
|
||
<li>select <b>Managers</b> whose productivity you wish to assess. Click the <b>Add user</b> link and check the necessary users in the list. Use the filter field at the top to facilitate the search. You can also check the necessary group or the <b>Select All</b> option to add the users from the selected group or all the portal users respectively. Сlick the <b>Save</b> button. If you want to delete a user added by mistake, place the mouse cursor over the needed user and click the <img alt="Delete user icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/deleteuser_crmreport.png")%>" /> icon.</li>
|
||
</ul>
|
||
</li>
|
||
<li>click the <b>Generate Report</b> button.
|
||
<div class="notehelp">
|
||
If you use different currencies for your opportunities and invoices and the exchange rates are not yet specified in the CRM settings, a new window opens where you will be prompted to set up the used currency exchange rates. For more details on how to set an exchange rate please refer to <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/default-currency.aspx")%>">this article</a>.
|
||
</div>
|
||
</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="CRM Reports" target="img7_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/crm/small/Report.png")%>" />
|
||
<img alt="CRM Reports" id="img7_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/crm/big/Report.png")%>" />
|
||
<div target="img7_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>Once the report is generated, click the <b>Open</b> link at the bottom right corner to view the report. The file will open in the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a> and you will be able to edit it, print or download if necessary. </p>
|
||
<ul>
|
||
<li>To print the report, click the <img alt="Print icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/printreport.png")%>" /> <b>Print</b> icon at the top toolbar.</li>
|
||
<li>To download the report, switch to the <b>File</b> tab at the top toolbar, select the <b>Download as...</b> option at the left sidebar and choose the necessary file format.</li>
|
||
</ul>
|
||
<div class="screen_block">
|
||
<img alt="CRM Reports" target="img8_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/crm/small/EditReport.png")%>" />
|
||
<img alt="CRM Reports" id="img8_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/crm/big/EditReport.png")%>" />
|
||
<div target="img8_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>All the generated reports can be found in the <b>Generated reports</b> list (they are only accessible to the user who generated them). To manage your reports, move the mouse cursor over the necessary report in the list and use the icons next to the file:</p>
|
||
<ul>
|
||
<li><img alt="Edit report icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/editreporticon.png")%>" /> - to open the report using the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a>.</li>
|
||
<li><img alt="Download report icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/downloadreporticon.png")%>" /> - to download the report as the <em>.xlsx</em> file.</li>
|
||
<li><img alt="Delete report icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/deletereporticon.png")%>" /> - to delete the report.</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="ChangingCRMSettings_block">
|
||
<h2>Changing CRM module settings</h2>
|
||
<div class="PortalHelp">
|
||
<p>By default, all portal users can access the <b>CRM</b> module. There are 2 different access levels inside it: <b>user</b> and <b>CRM administrator</b>.</p>
|
||
<p>Being a <b>user</b> you may perform the following operations:</p>
|
||
<ul class="list_getstart">
|
||
<li>view all content (except private one);</li>
|
||
<li>create contact, task, case, opportunity with a possibility to restrict access to them;</li>
|
||
<li>edit contact, task, case, opportunity having the corresponding access rights;</li>
|
||
</ul>
|
||
<p>Being a <b>CRM administrator</b> you may perform the following operations:</p>
|
||
<ul class="list_getstart">
|
||
<li>read and moderate all content;</li>
|
||
<li>organize mass mailing;
|
||
<p>Please, refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administratorguides/mass-mailing.aspx")%>">this article</a> to learn how it can be done.</p>
|
||
</li>
|
||
<li>configure module settings;
|
||
<ul>
|
||
<li>configure the SMTP settings to set up an email account used to organize a mass mailing,</li>
|
||
<li>set up the default currency used to calculate the <b>Total amount</b> for all CRM opportunities. This currency is also used to set prices in the <b>Products & Services</b> list,</li>
|
||
<li>export all data to a .csv file,</li>
|
||
<li>adjust contact temperature levels,</li>
|
||
<li>add new contact types and modify the existing ones,</li>
|
||
<li>make a list of products and services to provide which can be included into your invoices,</li>
|
||
<li>make a list of taxes which can be applied and used in your invoices,</li>
|
||
<li>create your organization profile: your company name, logo and address which will be placed to all your invoices,</li>
|
||
<li>add virtual numbers and adjust VoIP settings,</li>
|
||
<li>customize user fields to add some additional information,</li>
|
||
<li>create new categories of history events,</li>
|
||
<li>specify task categories,</li>
|
||
<li>set opportunity stages,</li>
|
||
<li>manage tags within the CRM Module,</li>
|
||
<li>create a <a class="see_also" href="#AddingContacts_block">Website Contact Form</a></li>
|
||
</ul>
|
||
</li>
|
||
|
||
</ul>
|
||
<p>But being a <b>portal owner/full access administrator</b> you can restrict access to the <b>CRM</b> for some users or even disable this module, if you don't need it at all. To do that,</p>
|
||
<ol>
|
||
<li>click the <b>Settings</b> link at the left-side panel,</li>
|
||
<li>select the <b>Portal Access Rights</b> subsection,</li>
|
||
<li>go to the <b>CRM</b> section,</li>
|
||
<li>check the <b>Users from list</b> radio button,</li>
|
||
<li>select the users you wish to grant access to,
|
||
<p>To do that, use one of the available options;</p>
|
||
<ul>
|
||
<li>use the <b>Add user</b> link if you wish to grant access to one or more people;</li>
|
||
<li>use the <b>Add group</b> link if you wish to grant access to all portal users, or to one or more groups.</li>
|
||
</ul>
|
||
</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="Change CRM Module Settings" target="img9_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/CRM/small/ChangeModuleSettings.png")%>" />
|
||
<img alt="Change CRM Module Settings" id="img9_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/CRM/big/ChangeModuleSettings.png")%>" />
|
||
<div target="img9_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>To disable the <b>CRM</b> module just switch to the <b>Modules & Tools</b> subsection of the <b>Common</b> portal settings selecting the corresponding option on the left side panel, uncheck the <b>CRM</b> module in the <b>Modules</b> section and click the <b>Save</b> button.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|