CRM 10 is fully equipped with the features and resources you need to improve your sales, marketing, and customer service initiatives. In the following CRM training video, we’ll discuss how to best navigate the CRM 10 interface, and take advantage of some of its new features.
Welcome to OnContact CRM Training. In this video we will learn how to navigate our way around CRM 10. The default startup screen you will see after logging in is called the daily planner. This is a dashboard that uses badges and panels to show an overview of your activities, contacts and incidents. Badges can be clicked on to open details in a search page. Here click on a record to open and edit that record in a drawer. Going back to the daily planner, activities may be open directly from the to-do list and today’s schedule panels. Finding customer information is quick and easy in CRM 10. The global search located at the top of the workspace area is a simple one criteria field search designed to quickly find customer records in CRM 10. To use this, click in the global search field and start typing something you’d like to find like a contact name for example. A tab will automatically open and show the results in a grid.
Click a record in the search results and a drawer will open with more details about that record. Doing this also allows editing of detail fields such as addresses, phones, reps or websites. Click the clock button on the upper left to schedule an activity. activities are a way to log communications between you and your customers and to build a searchable history of your customer interactions. Further changes to the record can be made by clicking the edit button in the drawer. This will open another drawer where additional fields such as company name may be edited. The open button on the first drawer will expand the record into its own tab and show all of the details of the record such as contacts active, opportunities, to dos and more.
Additional details about a company such as history, profile attachments and others can be found in the tab list that runs across the top of the record. Additional tabs such as opportunities notes and more can be found in the more tablets button. Click on an item in the drop down to show it in the tab list. Clicking in the tree will open that contact of its own edit screen. Contacts also have their own tab list and more button with additional tabs. When customer records, searches and dashboards and CRM 10 are open, they are organized in the workspace with a tabbed interface. Click on a tab to navigate to that record and close a tab by clicking the X. If any changes were made to the record you will be prompted to save those changes before the record closes.
On the right hand side, you will find a drop-down list of all open tabs which allows instant navigation – as well as the option to close any tab. to the right of that is a close all tabs button in case you wanted to clear your workspace.
This concludes our navigating in CRM 10 video. We hope you enjoyed this presentation. Feel free to contact us with questions or suggestions.