The Sales Dashboard is the default page on your CRM. If you wish to change the default to another page please contact our Customer Support team.
When you login to your CRM system for the first time you will be invited to take a walkthrough of the dashboard. This will give you a brief overview of the main features to help you get started. One of the features it demonstrates is the Help Drawer – there are slide out information panels on each page of the CRM with tips and links to help you on that page.
You can come back to the Dashboard Introduction at a later date by clicking on the link at the top of the Dashboard Help Drawer.
Welcome to your CRM
Your CRM Dashboard shows a welcome panel that includes a introductory video along with links to some of the functions you’ll need to get started.
One of the first things you will need to do is to create some Company Accounts. Accounts are the companies you do business with. Once you have created a Company Account you can then add your Contacts, the individuals you work with at that company. You can either add Account and Contacts one at a time or you can import data from a spreadsheet format.
Once you are familar with the system you can trun off the welcome screen by clicking on the Dashboard Options button and de-selecting “Show Welcome”.
On the top menu bar, “Settings” takes you to the tools and features of your CRM. This includes your subscription information, custom settings, data import and third party integrations.
The system will show your personal information above this and you can upload an image for your profile – simply click the camera icon and select an image from your files.
In the right hand corner, click on the “?” icon to open the CRM Help Drawers. There is a Help Drawer on each page of the CRM giving information and tips for using the system. Click the Help Drawer links to access our Customer Support Hub for more detailed information.
To the left, the main search bar lets you search terms across all the data in your CRM. Simply start typing and the predictive search will return a list of matches.
On the left of your screen is the CRM Main menu, which defaults to Sales. Select the menu for the CRM menu you wish to access – Sales, Marketing or Service & Support. This will open a secondary menu of the main features within this module, for example, in Sales you have Accounts, Contacts, Opportunities, Tasks and Reports. Click on the feature name to open.
If your subscription does not include this module the menu will open an “upgrade” link. Clikc on this is you wish to upgrade your system to include this module.
The History tab opens a list of the areas the CRM you have recently accessed. You can use this, for example, to quickly go back to a contact you were looking at earlier if you have not yet finished with it.
Customing the Dashboard
You can create your own individual custom dashboard by adding and deleting the page widgets to suit your business needs. Click on the Dashboard Options button in the top right-hand corner of the screen and select Add/Remove Widgets. Move your mouse over the widgets and click to Remove or Add each widget, then OK to save.
Logo and Avatar
You can add your own avatar to the top navigation bar by right clicking in the space provided and selecting an image (.jpg format) from your files. If you would like to add a company logo to your dashboard, first select the Company Logo widget in Add/Remove Widgets. Then right click on the widget and select your logo from your files.
Once you are familiar with your dashboard you can close-down the welcome screen and video by clicking on the Dashboard Options and un-checking “Show Welcome”.
If you click Accounts on the main menu you will see a list of all your Company Accounts (Accounts are the organisations you do business with). If you’re just getting started and there isn’t anything listed, your screen will look like this:
To add one company account at a time click “Create a New Account”. If you already have data in a spreadsheet format you can import this all at once by going to Settings / Data Management and opening the Import Data section. Once you have added some Company Accounts the page will look something like this:
If you have more than one person using the CRM you can filter the list by selecting My Accounts, My Group’s Accounts or All Accounts, using the dropdown list above the table.
You can also use the predictive search function to further filter the results.
N.B. If you can’t change My Accounts to My Group’s Accounts or All Accounts it will be because security restrictions are in place.
Clicking on any of the Field columns (e.g. Name, Address, Type) will sort the Accounts alphabetically by that column.
Click on the Account Name to open an Account. Letting your cursor hover over the Account Name will show a pop-up displaying the Account’s notes.
You can use the bar at the bottom of the table to view more Accounts per page and skip to the next page, previous page, first or last.
The global search bar, in the top navigation bar, allows you to search across all the data in your CRM. Start typing your search term and the search will commence – there’s no need to click ‘enter’.
The search will return a list of matches which could be Accounts, Contacts, Opportunities etc. You can also add a new Account or Contact from the search bar by using the “+ Add” button. Once you have finished completing the details click Save.
Clicking ‘Show all results’ will expand the search view to display the results in the data table/grid format.
There is also a search box at the top of each of the data tables/grids, e.g. Accounts, Contacts, Opportunities. Using the predictive search feature you can search for any detail within the account by typing a key word in the search box. So, in Accounts, the predictive search will return a list of any accounts that match your search as you type and these will be filtered the more on the word you type.
Individual Account Page
Below is a typical customer Account page. All the information is shown on one screen so it’s easy to manage. At the top you have the general organisational information, then below that your Contacts within that Account. Below that you’ll see the various CRM functions – Tasks, Activities and Opportunities.