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CRM Quick Start

Review our step by step tutorials and videos to get started!

CREATING ORGANIZATIONS & CONTACTS

CREATING A MARKETING PROFILE

Step 1: Selecting  Campaign Details 

The first step to take is started by going to Marketing and then selecting Campaigns. From there you will go to filling out your marketing profile.

Step 2: Creating Marketing Campaign Profiles 

Now you will create the specifics on the campaign profile. This is where you give your profile a name, specifiy the type of campaign such as an email marketing campaign, LinkedIn ads, Google Adwords, tradeshow, etc. You can also layout the expected revenues versus actual revenues and more!

 

Step 3: Track Campaign Progress with Custom Reports

Once you have all of the parameters set for your campaign, the profile you have built will allow you to create custom reports to track progress on your campaign. You can track the planning process, execution and final results.

SHARING YOUR CONTACT LISTS

Step 1: Adding a New List

You can add a list to any module. Here we have selected the contacts module  to add a list too. Simply select the plus sign next to ‘lists’ and you are ready to create your list.

Step 2: Building Your List Profile

In this step you will name your list, add any fields you want within your list. Also you may add conditions or filters to your list. Then you have the option to share your list.

Step 3: Sharing Your List

Once you have completed building your list and creating your list profile, you can choose to share it or not. If you choose to share your list, you can add one person, a team or group. Then those shared individuals or groups can edit the list or you can make it read only.

Step 4: List Completed & Available

Now that you have built your list, added contacts and made it available or private, it is now available under My Lists or Shared Lists and easily accessible.

ADDING & IMPORTING ORGANIZATIONS

Step 1: Selecting Organizations for Import

In this step you can go under sales or marketing and select Organizations. This will take you to the options to either add an organization manually or import from a file.

Step 2: Manual or Import Options

In this step you can go under sales or marketing and select Organizations. This will take you to the options to either add an organization manually or import from a file. Here you can see the options to either Add and Organization manually or Import a list.

Step 3: Add an Organization Manually

Adding an Organization manually is simply done by select ‘Add Organization. Then you have the option to fill out the fields available and/or the fields you have created. Once you complete filling out the selected fields, click save and you are done!

Step 4: Importing Organizations

Importing Organizations is accomplished by selecting the Import option within the Organizations profile page. Select from two file types, .CSV or .VCF. The select your file from your desktop or reference URL. If your file contains headers, select ‘yes’ and click next.

Step 5: Mapping Fields

Through this step, you select to skip the duplication process or map fields you want to overwrite or de-duplicate. Then  you will map your headers and custom fields for importing.

Please Note: You do not need to map Contact fields during the Organization import process. You will import contact records next as a separate import and the Organization field will map the contacts to the right records.

Step 6: Import Process Completion & Import Report

Once you select import, your import job will process and when complete will display a report. This report summary will conform how many records were imported successfully, how many duplicates were processed and how many new records were created versus records that were overwritten.

CRM CUSTOM FIELDS

Step 1: Select Module for Fields

Select which module you want to build a custom field for and keep in mind how the custom field will be used. You can  create custom fields for web forms or for importing data or both simultaneously. Here we have selected contacts to add a custom field contact records which is also used for a web form and will populate the contact record when the form is filled out.

Step 2: Fields and Layouts

Here you will want to select from the drop down menu contact fields and layouts. In this section there are blocked sections of the area you want to add the custom field. If you want to move it to another section, just simply drag and drop it to that section.

Step 3: Field Types

This next step is where you will select the ‘field type’ i.e. text, drop down menu, check list, radio buttons, text area, etc. If you are only adding a field to a contact record to import data then you would just select the text field option. The other options can be used within CRM records but are more commonly used for web forms.

Step 4: Completed

Now you can save your custom field and see it view-able in the contact record.

IMPORTING A CONTACT LIST

Step 1: Choose Contacts Under Sales or Marketing

Select contacts under sales or marketing. This will bring you to a screen to either add a contact manually or import.

Step 2: Select Your List Type

Once you choose import, the option to import a .CSV or .VCF file appears and select the option to import your list.

 

Step 3: Duplicate Handling

This step gives you the option to either skip or make selections on fields to overwrite or de-dupe.

Step 4: Field Mapping

Now you need to map your fields from you list. If yous selected your list contains headers, then the system will detect them. Make sure to add fields you want imported.

Step 5 : Import & Done

Once you have completed all of the steps, you are ready to import. Simply click import and wait a few minutes for your list to complete and you are done!

CREATING TASKS & EVENTS

USING INDIVIDUAL & GROUP CALENDARS

Step 1: Keeping Track of Individual Events

Access your calendar from the main menu and add individual events that you can easily keep track of in a day, week, month or annual view. Invite others to view your calendar and extend invites out to those you want to attend your meeting or event.

Step 2: Collaborate with Group Calendars

Add marketing, sales events, projects and more to your group calendar. Monitor team activities and gain insight into availability as well as let others in your groups know when your time is not available.

CREATE AN EVENT

tep 1: Adding a New Event

When you want to add a new event, you will start by choosing Organizations or Contacts if you are adding an event to a record. You can add an event to any module in the system or you can go straight to the calendar and just add an event not related to a record at all. Simply add the name if your event,  date and time.

 

Step 2: Add Scheduling, Recurring  Dates and Notifications to Your Event

Add activity type, priority level, access permissions as well as reminder details via text or email. Also, set reminders to occur prior to your meeting or event and set recurring dates and times for your event.

 

CREATING A CONTACT TASK

Step 1: Accessing Task Form

The first step in creating a task for a contact record is to first search the contact and go to the contact record for the task you want to create. Once there, you can select the option for a quick task or go to the full form.

Step 2: Completing the Task Form

The full task for will require subject, date and time for your task as well as the priority and current status. Status just indicates if the task is in progress or not started yet.

Step 3: Scheduling Your Task 

Now can go ahead and schedule your task and add it to your task list with reminders. When you have a task for a contact record, the task icon in the contact record will be lit up and the number of task displays.

Step 4: Using the Task Manager

The task manager is a great way to keep track of tasks, review and change priority and also reassign tasks. Here you can see the sample task was added as a high priority. If you want to edit the task priority, simply drag and drop the task to another priority block.

Step 5:Task Reminders & Task Widgets

Once your tasks are created and added to a record, set reminders for yourself through your calendar, in a dashboard widget, email or text reminder. Here you can we we added the upcoming activities widget into the home dashboard. Adding the overdue activities and upcoming activities widget to the home dashboard is a great way set reminders.

MARKETING CAMPAIGNS & LEADS

AUTOMATED WORKFLOWS

Step 1: Create a New Workflow

To access Workflows, go under CRM Settings and then select Automation and the Workflows option to access the page to add or edit Workflows. On this page, we have created several predefined Workflows for you to use, edit or simply reference as an example for creating new Workflows.

Step 2: Set Workflow Parameters

To being creating a workflow, you need to start out by naming the Workflow and specifying the target module for the Workflow. One you specify the modules, you can being adding your conditions and filters.

 

Step 3: Create Triggered Activities Based on Workflow Occurrences

After your Workflows have some defined parameters, now you can being adding triggered communications to occur or automated system level activities to initiate in tandem with a Workflow.

ADD LEAD SCORING

Step 1: Profile Scoring

To add lead scoring to your contacts or leads, you will need to configure your ratings and scores based on a set criteria of your choosing. First, go to CRM settings and then under Other Settings, you will select profile scoring and that will land you oin the setup page.

 

Step 2: Setting Your Profiles & Scores

Next you will need to set the module for your profile scoring, such as contacts or leads. Once your target module is set, you can begin defining rules for your scoring.

Step 3: Establishing Direction for Your Profile Scoring

Nw it’s time to define your conditions and workflows that define your scores. You can add as many fields you want to use to define your criteria. Once you have defined your profiles, you can set your scores based on profiles and let the system run. This helps marketing and sales prioritize on leads and contacts based on ratings and scores.

CREATING LEADS FORMS

Step 1: Selecting Web Forms

You can access web forms under CRM Settings and then under Automation. Web forms can be used for a lot of different agendas. You might use web forms to create a support request form or a new lead form for your campaigns on a landing page. The sky is the limit!

Step 2: Building Your Form

Building your form is really easy and can be accomplished in a few clicks. Some of the things you will want to set up in your form are first naming your form. Then you will want to add what module the form will operate under. Leads, Contacts, Support, etc. Then you have the option to add users that can get assigned to the form and its information when submitted. Then you will want to add all of the custom fields available.

Step 3: Inserting Web Form Code

Once you have completed building your form, you are now ready to insert its contents on your web site, landing page, social profiles, blog, etc! If you need any assistance, we can help you.

Step 4: Your Form is Live!

Now that you have gone through the steps to build your form, you can now insert your card and check it to make sure it works correctly. As new forms are submitted, you can created triggered activities, autorepsonders and more to automate communication in tandem with form submissions!