Miscellaneous
Autoresponder Scenario
The Scenario A visitor to your web site submits the web form and signs up for a 30-day trial period of your product. An auto-generated Thank you / Welcome email is sent to the user. User's (lead) details are listed in CRM under a custom view (eg: ...
Set up Autoresponders
Autoresponders are the solution to send automated replies and follow-up emails to the prospects and customers. Once you receive a response from the lead or contact, you have to manually exclude the contacts from the mailing list. See ...
Printing Mailing Labels
Mailing labels are commonly used on letters and packages to identify the addressee and the sender information. These labels are used for various business purposes, such as sending monthly billing statement to your customers, sending Greeting Cards ...
Merge Duplicate Records
This feature helps you to find duplicate records in bulk and merge them as one record. With this you have an option to search all duplicate records in a module based on a selected field's value. You can choose any one from the 4 fields that are ...
Find & Merge Duplicate Records
This feature gives you the option to specify criteria to find duplicate records. There are 6 fields in which you can specify the criteria in each module. The Find and Merge feature is available only in the Leads, Accounts, Contacts and Vendors ...
Approve Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Search Records by Criteria
This option enables you to search records based on the a search criteria. You can search records by criteria in two ways. By specifying your own search criteria By selecting the defined search criteria To search records by criteria Click the ...
Search Records by Information
This option enables you to search specific record(s) from all modules or from a particular module by entering the information in the search box. Note that this is a Global Search and for English. You can select the modules in which the search should ...
Search Records by alphabets
This option enables you to search records within a module by clicking the alphabet links displayed on top. This would directly take you to the matching records that starts with the selected alphabet. To search records by alphabets Click the ...
Navigate Records
Navigate primarily means the process of moving back and forth within the records. Navigation in CRM allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time in accessing ...
Organize Notes
Import Notes There may be occasions when you would like to acquire Notes from external sources or other CRM applications. In CRM you can easily import notes from external sources. Note Before importing the notes, you should have already imported the ...
Attach from Google Drive
Key Features Connect to Google Drive with just a click of a button. Attach documents from Google Drive into CRM without the hassle of downloading. Share documents and work together in real time. Authenticate Google credentials only the very first ...
Attaching Documents from Local Drive
You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Leads, Contacts, Accounts, etc. In the [Module] Home page, ...