Getting Started

Settings

The CRM Settings icon contains device-related options that allow you to customize your application to fit your company or (company approved) personal preferences.

You can select check boxes to adjust the Dashboard presentation:

You can adjust your personal CRM settings:

You can adjust your general Salesmen settings:

The Customer Groups setting allows you to link multiple salesman to multiple customers. Linking a particular salesman to a group gives them access to all customers in that group:

Rank is based on how much you value a customer and helps to define the call cycle per client. You can add or edit a rank here:

Case Configuration enables you to set pre-defined steps (gates) that need to be completed for a case to progress to the next stage: