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- Getting Started
- Record Tabs
- Managing Duplicate Records
- Setting Up Grid Layouts
- Show and Hide Columns
- Key setup steps
- Additional setup steps
- Tips & Tricks
- Pinning Activities
- Bulk update
- Timeline
- Bulk uploading images
- Advanced Filters
- Automated Workflows
- System Admin in CRM
- Search, sort and report
- Calendar View
- Dashboard View
- Using Views
- Import troubleshooting
- List View
- Set up your customers in CRM
- Working with Activities in CRM
- Basic Navigation
- Using the Map View
- Using the Kanban View
- Configuring Dropdown Lists
- Creating New Records
- Open or Edit Existing Records
- View Details on Map Pins
- Syncing Your Accounting System
- Change the Column order
- Setting up your CSV file for Import
- Filter Map Records
- Company Information
- Sorting Records
- Export data
- Filtering Records
- Import Data from Excel or CSV
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Reporting
- Training
- Workflow Management
- Quoting & Selling
Additional CRM setup steps
Once you have completed the key CRM setup steps, you are ready to perform deeper customisation work that will help you to streamline your operations and get the most out of CRM.
You can set up multiple Web Templates in CRM so that customers can view, accept and pay orders online. We have guides to help you set up your web-based templates for:
All these templates are managed from Admin > Settings > Quoting And Selling.
If you’ll also be integrating CRM with one of the payment gateway options, customers can also pay for their orders (or pay a deposit) online.
You can also create Quote Form Templates so that Quotes can be quickly and easily created using a pre-defined form in CRM and you can set your quoting preferences at a system level with these instructions.
You can customise drop-down lists in a number of CRM fields so that the system reflects your sales process and business terminology.
This is a key step in making sure that CRM is set up correctly for your business.
The choices that you make now will determine how quickly you can pull out different types of data in future, how your sales pipeline is organised and how easy it is for your Users to work with your data generally.
We recommend starting with customisation of the following fields at an absolute minimum:
You can access all these fields from Admin > Settings.
From Admin > General > Prefix/Sequences settings you can edit the prefix and starting sequence number to create a new Record Number.
In the following example, I have implemented the following as the starting Record Numbers:
- Q-500 for Quotes
- SO-400 for Sales Orders
- INV-250 for Invoices
- PO-200 for Purchase Orders
- When you are done, remember to click on the green Save button at the top of the page to apply your changes.
See also:
You can use Web Forms to replace things like the existing ‘Contact Us’ form on your website so that submitted form data goes straight through to your CRM – gone are the days of manual data entry!
Setting up a basic form to bring in enquiries from your website means that the information can go straight into your sales pipeline in CRM (Opportunities).
We have a guide on how Web Forms work, as well as how you can set up a basic form from Marketing > Web Forms.
You can configure your own branded Customer Portal and give your customers a login to see things online that are crucial to your relationship with them like their Quotes, Orders and Invoices; you can also let customers place orders with you directly from their portal login.
If you have connected a payment gateway to CRM, customers will also be able to pay for their Orders and Invoices online.
You can set up your Customer Portal from Admin > Integrations with this guide.
You can set up various Email Templates within CRM to customise your interactions with customers, streamline your workflow and personalise your communication.
You can create and manage your templates from Admin > Settings > Activities & Calendar > Email Templates using this guide.
You can add courier, carrier and freight companies and services to CRM with this guide so that you can adding shipping details to Sales Orders, Purchase Orders, Inbound Shipments and Outbound Shipments.
If you deliver your own shipments, you can also learn how to manage this in CRM with this guide.
If you have other data you’d like to import into CRM, you can do this in most areas of CRM by using our data import tool – we give you an import template to download, add your data to and then upload.
