Sales Force Automation
Associate calls with CRM records
Click the Leads or Clients tab. Select the record for which you want to log a call. In the [Record] Details page, the existing call details, if any, are displayed. Click Subject, Activity Type, Status, Due Date or Owner Name links to sort the display ...
Schedule a Call
Schedule calls in CRM that can be taken up by users later. Each call that is scheduled has three option in the details page. Mark as Completed - The calls that you mark as completed will be moved to the Closed Activities Related List in the ...
Log a Completed Call
In the Activities module, click New Call. You can also add call details from within a record by clicking the Log a Call link in the Open Activities related list. Specify the Subject of the call. Select the Call Type as Inbound or Outbound. Select the ...
Log a Current Call
To log a current call In the Activities module, click New Call. You can also add call details from within a record by clicking the Log a Call link in the Open Activities related list. In the Log a Call page, do the following: You cannot add custom ...
Call Logs
The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who ...
Calendar Preferences
Before you start using your calendar, set up your preferences such as when you want reminders to the events, what are your working hours are, whether you want to hide events that you are not attending, default duration of events and calls,etc. These ...
Calender
Planning and scheduling is important when it comes to business events. A well conceived plan goes a long way in bringing positive results whereas, properly scheduled events can complement your planning. Businesses attend events for various reasons ...
Create Recurring Activities
An activity can be repeated by using the recurring option while creating tasks and events. You can also create recurring tasks in bulk from the list view. Availability Profile Permission Required: Access to the Activities Tab that includes View, ...
Create Events
An event is an activity that happens at a given place and time. They are listed in the CRM's Home page of the user, Activities home page, Calendar and in other related records. Availability Profile Permission Required: Access to the Activities Tab ...
Create Tasks
A task is a specific piece of work required to be done within a given time frame. They are listed in the CRM's Home page of the user, Activities home page and in other related records. Availability Profile Permission Required: Access to the ...
To Run and Delete Macro
Run a Macro Click the [Module] tab for which you want to create a macro. Select the List View from the drop-down list. Select the checkboxes of the records for which you want to perform a set of actions defined in the macro. Click Run Macro. From ...
Create a Macro
You can create macros for individual modules and manage them. The macros that you create can be shared with other users in your organization's CRM account. To create a macro Click the [Module] tab for which you want to create a macro. In the Module's ...
Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
Upload Documents
Upload presentations, spreadsheets, PDFs, etc. within your Documents tab in CRM. You can upoad 10 files at a time. To upload documents Click the Documents tab. In the Documents tab, click Upload. Each file size should not exceed 20 MB. Select the ...
Manage Document Folders
Creating folders are the best way to manage and keep the documents organized. You can upload documents to these folders and share the folders with individual user, roles, subordinates and groups. To create a folder Click the Documents tab. In ...
Modify Profile Permissions
By default, users with Administrator or Standard profile can access this feature. The Administrator needs to provide profile permissions for other users based on which they can access this feature. As mentioned above, documents and their folders have ...
Transition Guide
n business, you always need to be up-to-date with the activities and updates that relate to your customers. Pulse, in CRM, helped you achieve this by letting you follow records from the leads, contacts, accounts and potentials modules. By following ...
Add Auto Follow Rules
Auto-Follow Rules, as the name suggests, helps you automatically follow records that are important to you. When a record meets the criteria specified in the Auto-Follow Rule, the record is automatically followed by you. Changes made to the records ...
Create Groups
You may have a marketing group, different sales groups, a group for the team leads and managers and many such closed groups. Communicating within these closed circles to easily collaborate and share information is a common problem in an organization. ...
Contact Assignment Rules
Assignment rules help you automatically assign the records to users in CRM. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through web forms. Based ...
Approve Contacts
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 ...
Associate Contact
You can create a 360-degree view of the contact to display all the associated details, such as potentials, trouble tickets, open activities, history of the completed activities, attachments, and notes. In the Contact Details page, you can update the ...
Create Contacts
In CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through various sources, ...
Member Accounts
Member Accounts are secondary accounts added to an existing parent account. This allows having separate accounts with different divisions within a parent company and provides a full view of the individual accounts as well as the consolidated accounts ...
Associate Accounts
You can create a 360 degree view of the account to display all the associated details, such as contacts, potentials, trouble tickets, activities, attachments, and notes in a single view. In the Account Details page, you can update the following: ...
Create Accounts
In CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through various sources, ...
Standard Fields
Following are the list of defined standard fields available in the Leads module: Field Name Description Data type Maximum Limit Lead Owner Select the CRM user to whom the Lead is assigned. Lookup - Salutation Select the salutation from the drop-down ...
Lead Assignment Rules
Assignment rules help you automatically assign the records to users in CRM. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through web forms. Based ...
Approve Leads
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 ...
Convert Leads
When there is a chance of further negotiations with a lead, it can be converted into an account, contact, and potential. In short, once the lead status has reached a certain stage, it can be qualified as a potential. On conversion, all the lead ...
Associate Leads
As qualification of leads is the focus, associating various records with the leads is the next step. You may need to associate leads with other records, until the lead reaches a certain stage where it can be converted to Potential as per your ...
Create Leads
In CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from external ...
Sales Force Automation
CRM provides your sales force, executives, and management with sophisticated sales management functions such as: lead generation & qualification, sales pipeline analysis, sales stage & probability analysis,competitor analysis, real-time sales ...