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:
Rental Fees
Quote Products
Utilities
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:
Create or Edit Groups
Merge Customer Groups
Merge Duplicate Groups
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:
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