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- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- 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
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Creating New Records
When you move to a module, the button at the top will change – in the card module, it will say “New Card” – in the “Opportunity” module, it will say “New Opportunity” and so on.
For example clicking on new Card:
- We can enter in First Name and Last Name
- Full Name defaults (and is read only)
- “Reckon One” name (could also be Xero Name, or MYOB Name) displays if you are connected to an accounting system.
- On the company selector, we can see that the company does not exist in CRM. It’s possible to create this record “Inline” so you don’t need to navigate to the company tab. This facility works in several places inside the CRM CRM.
- To save the record click on Save and Close. This will save the current record, and return to the previous screen.
- Clicking on the Down Arrow to the right of “Save and Close” will drop down two other options:
- Save – saves the current progress.
- Save and New – saves the current record, and then prepares the screen for entering another one.
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