Quick Start (Step-by-Step)
For the CRM system to function properly, you first need to do the basic CRM setup.
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To create leads and opportunities : You need your company details.
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To create quotes for potential clients : You need stock items.
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To see the system in action with 3D dash boards you need employees.
The following process needs to be completed before you can actually start to create quotations/sales.
Step 1: Create your company profile:
Complete Basic information here, like your company name, Address, Logo and VAT number etc.
Step 2: Create your product Departments:
Group your stock items according to selected departments.
Step 3: Create your product/ item lists:
Create multiple items, with pictures, cost, selling and various properties.
Step 4: Create your employees:
These are your sales representatives and admin staff that will be using the CRM.
Once you have gone through the steps above, you should be ready for the next step in the process.
There is no specific order in which we recommend that you go through each step. It is just important that after completing the employees that you create their access/security rights.
What else will you need to look at?
1. Security
2. Teams
3. CTC (cost to company)
4. Targets
5. Payment Periods
After you have gone through the above steps you should be ready to:
· Create your first contact.
· Create your first opportunity and link it to your newly created contact.
· Create a quotation for this opportunity
NOTE: You will find this icon throughout the manual. This will indicate
some special features that your system administrator can help you with.
