This is a great place to start if you’re new to OnContact CRM software. This video tutorial will give you a high-level overview of the OnContact workspace, including the main menus, tabs, pages and records.
We will explore how to perform searches, add new records, view company or contact details, navigate popular pages like the daily planner and use dashboards to drill into your data.
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Hello and Welcome to WorkWise OnContact CRM training. This training is titled Getting Started Part 1 and is a high-level overview of the workspace area of OnContact Crm version 8.1. This is a great place to start if you’re new to CRM.
At the top of the application you’ll find the workspace menu. All users by default start in the workspace area which contains the most used features in CRM. In addition to workspace you will also have access to marketing, reports and knowledge. Access to administrative areas such as setup and system is based on group assignment which is set by your CRM administrator.
Quick search inside the workspace is designed to locate records quickly by typing some or all of the name you’re looking for and then press Enter or click the magnifying glass.
Items such as contacts and companies are open and tabbed pages in the middle section of the workspace. In this area, items may be viewed and edited. A tab menu is available to the right to, help navigate through open pages. a tab is closed by pressing the X or close on the tab header. Pages that open and tabs come in a variety of types such as edit, list and dashboard. When you select an item such as a company or contact from search results, it opens in an edit page.
Edit pages have a common format and are used to view details about an item, modify data and perform operations that are particular to that items type. Company is an example of an edit page. On this page you can view details about the company such as the contacts connected with the company, address and phone information, activity history, notes and so on. The tab control contains additional pages of data related to the company.
Click more to view available tabs and click any option in the tab list to display its page. Note that data displayed in tab controls often provide hyperlinks to underlying details. For example, on the activity tab page, click on the description to open the activity.
Detail columns are those which may have more than one value or role like address, phone and rep for example.
The next option on the navigation menu is called recently opened, which shows the last 20 items you open in the workspace. Similar to recently open, the favorite item section of the navigation menu displays a list of items you have bookmarked because you use them often, placing items such as contacts, companies, incidents and opportunities in the favorites list eliminates the need to search for them. Click the add to favorites button on most edit pages such as company or contact to add them to the list.
Dashboard pages are another type of page that provide analytical views of data in a graphical format. A dashboard is made up of a series of panels, which consolidate data and present results an easy-to-understand visual controls such as charts, gauges and lists. Panels may be changed size and arranged according to personal preference.
Available dashboards are listed in the dashboard section of the navigation menu. Click on a dashboard name in the menu to open it in the workspace.
The new section of the navigation menu contains options to create items that are frequently added such as companies, contacts, opportunities and incidents. New pages contain only the most commonly used and required columns so that data entry is quick and simple.
When adding records it’s best to add related items directly from main edit pages:
This concludes our getting started with CRM 8 part 1 video. Today we learned about navigating in the workspace area, what the major features of the workspace are and the recommended order of adding new records.