Action Tabs

This section explains the main tabs that a user can find when using the CRM. These tabs allow the user to register actions, events or activities regarding the work done for an specific object such as RPH, Lead, Accounts, Opportunity,etc.

Notes

This tab is meant to keep track of all notes or comments that can be helpful to amplify the information, and they can be added to different objects in the CRM

Add note

This is a generic feature that can be seen as a button in the different work objects in the CRM.

When adding a note, a pop-up window will show the following form. All fields are mandatory for this module and owner and contact cannot be changed.

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There are manual notes added with the above feature, but there also are automatic notes triggered by the systems when executing some processes or events in the platform. E.G.: when an invoice reaches its due date, this triggers an event that will make the system to automatically create a note and attach it to the Opportunity/Contact related to the invoice.

Calls

Everytime a user makes a call, it can be logged in the CRM.

Add call

This tab enables the user to keep track of the subject or reason for calling, the owner of the site/account, the name of the person who has been called, the type of call (inbound, outbound, etc.), and a description of what has been discussed during the call.

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The field for “owner” is disabled and cannot be changed. Contact fields can be changed to register the correct contact. All fields in this form are mandatory.

Emails

The platform has the power to read inbound and outbound emails, and everytime that information is transferred in and out of the system, a hidden key is created to record the relationship where it comes from.

The email address of the user is the key information to create relationships, since it is an unique value.

Email Templates

The system uses templates that are associated with all the different modules of the system (Leads, Contacts, Accounts, Opportunities,etc) that can be used when sending an email from the CRM and saves manual work to the user.

Also, is possible to attach documents (LINK TO DOCUMENTS) that were previously added to any of the modules of the system.

Add email

This tab enables the user to send emails from the system to any email address. The user can either choose an email template from a dropdown menu or write a customized one, can send CC and BCC to another address, and attach files to the mail’s body.

All fields are mandatory, except CC and BCC fields.

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Events

Is possible to create different events, with predefined types such as “Client Meeting”, “Make a demo”, “Follow Up meeting” among others. An event will work as a reminder on the calendar, sending notifications and allowing the users to register reminders to provide a proper customer service. Each event may follow different rules in the system, and trigger different processes depending on the setup parameters.

How to create an event?

There are shortcuts on all the modules that enables a fast and easy event creation, and also exists rules to automatically create an event when is triggered by some specific process (eg PARC agreement)

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Fields that the user needs to complete are:

• Event type
• Subject
• Start Date
• Start Time
• End Date
• End Time
• Venue
• Owner
• Remind Date
• Remind Time
• Recipients
• Contact
• Send email
• Description

All fields are mandatory except Remind Date, Remind Time and Recipient. End Date and End Time will be set automatically through Start Date and Start Time. By default, the time duration of an event will be one hour. Start Date and End Date are related. Users cannot select a smaller date to the start date of the event.

“Add event” shortcut

From this tab the user can open up a calendar in order to schedule any kind of event related to a Lead, Opportunity, RPH or Account.

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Add task

This module allows creating tasks for a specific lead. All fields are mandatory and Owner and Contact cannot be changed. This is a simple form to add tasks to lead.

Add RPH

Even though the majority of the RPHs come from the mobile applications (which means they are automatically loaded into the system), this option enables the user to manually create an RPH link to an specific Lead, Account, Site or Opportunity. This is for those less likely situations in which the opportunity comes from a former site.