CRM

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Your CRM functionality will be activated right away after saving.<br><br>
 
Your CRM functionality will be activated right away after saving.<br><br>
  
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'''!Do not delete sales template. There is a known bug in Beedo, that after deletion of one sales template, Beedo stops working for the users who has access to that zone.'''
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----
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<br>
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== [[Image:Beedo_logo_80x65.png|40px]] Dashboard ==
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<br>
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For a quick statistics review please use '''BeeDo Dashboard'''. Click "Plans" in the main menu, then click "Dashboard". Filer Space, member(s) and date. <br>
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In the dashboard you will see:
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* how many new '''contacts''' were created;
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* how many '''call''' tasks were created or commented (how many calls or mails did it take to close call tasks);
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* how many tasks with type '''"call"''' were marked as "done";
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* how many '''meeting''' tasks were created;
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* how many '''meeting''' tasks were marked as "done";
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* how many '''sale''' tasks were created;
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* how many '''sale''' tasks were marked as "done".<br><br>
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[[Image:crm9_en.png|600px]]<br><br>
  
 
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== [[Image:Beedo_logo_80x65.png|40px]] Quick task "Sale" ==
 
== [[Image:Beedo_logo_80x65.png|40px]] Quick task "Sale" ==
 
<br>
 
<br>
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A new contact can be created via a contact group tree: expand the menu of the contact group concerned (click the grey arrow next to the title of the group) and click “Create contact”, or you can use a “New contact” quick link.<br><br>
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You can quickly create '''"Sales" type task''' (or group of tasks) via quick links menu - expand "New task" menu and choose "Sale". <br><br>
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[[Image:con03.png]] <br><br>  
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[[Image:crm2_en.png]] <br><br>
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Complete fields in the table. When creating a contact, at least one of the fields below must be completed:
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* name
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'''Attention!!!''' If you defined your "Sales template" in BeeDo settings you can create the whole function for your sales process with just one click. The template task(s) will be copied as new task(s) with main info (such as description or assigned to) included.<br><br>
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* surname
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* phone number
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* e-mail address<br><br>
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Indicate the contact group where you want to save the contact: enter the beginning of the title of the contact group – the system will offer you all contact groups according to you query (the search field in the example is in orange). A contact can also be assigned to several contact groups. In the “Next action” field select either go back or create another contact. When you are done, click '''“Save”'''.<br><br>
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[[Image:con04.png|300px]] <br><br>
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== [[Image:Beedo_logo_80x65.png|40px]] How to add contact to the task? ==
 
== [[Image:Beedo_logo_80x65.png|40px]] How to add contact to the task? ==
 
<br>
 
<br>
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If you need to enter multiple contacts, import them. Open a contact import table via a quick link menu or by filling in the SMS sending form.<br><br>
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You can add '''existing contact''' or '''create a new one'''. <br><br>
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[[Image:con05.png]] <br><br>  
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At first, to add your contact to the task you should open your task. Just below "CC" field you will see new field for contacts. <br><br>
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Click link “Import contacts” to open a contact import form. Contacts may be imported from .xls or .cvs documents. Examples of contact lists can be downloaded – they are available in the contact import form. Below you can see an example of a contact list in a .xls format. It is not necessary to fill in all data in the contact file. The same rule applies here as when creating individual contacts – you have to indicate at least one of the data: name, surname, phone number or e-mail address.<br><br>
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[[Image:crm3_en.png]] <br><br>  
−
[[Image:con06.png|600px]] <br><br>
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If you want to add existing contact, just start typing name or email adress into field and choose which person or enterprice you want to add. <br><br>
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Upload a contact file in the contact import form and indicate a contact group to import the contacts to. Click “Save”.<br><br>
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If you want to create new contact, please choose one of the icons - to create contact for '''person or enterprice'''. Then fill the table and save. Your contact will be created. Read more about [http://wiki.beedo.net/index.php/Contacts managing contacts].<br><br>
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[[Image:con07.png|300px]] <br><br>  
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Dont forget to save your task before leaving the task. <br><br>
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Once the system has imported the contacts, it will display a notice with the key information:
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Later you can change, edit or remove contact from the task. For that use one of these icons:<br><br>
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* the number of contacts in your list
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[[Image:crm4_en.png]] <br><br>
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* the number of contacts from your list successfully imported
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After you add a contact you're able to see main info without any clicks - just move your mouse over the orange symbol:<br><br>
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* the number of repeating phone numbers in the list
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[[Image:con40.png]] <br><br>
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* the number of contacts which were not imported<br><br>
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You can instantly download a document with a list of contacts which were not imported, indicating the cause for the failure. <br><br>
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You will also see links to the contact group tree and the list of successfully imported contacts.<br>
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<br>
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== [[Image:Beedo_logo_80x65.png|40px]] How to relate persons and companies? ==
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<br>
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If You want to relate contact person with a company, You just have to take few simple steps.
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'''If you already have one of contacts:'''
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* Open contact editing table.
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* Insert company name in the field if you want to add a company for old contact.
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* Or open recent communication feed, choose "Companies" and add new relation. <br><br>
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[[Image:links004.png]] <br><br>
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'''If you're creating new contact''', you just should fill all the required fields. You relate existing company - just enter company's name in the field. Also, you can create new company profile by clicking orange "plus". <br><br>
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[[Image:links003.png]] <br><br>
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----
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<br>
 
<br>
  
 
== [[Image:Beedo_logo_80x65.png|40px]] How to create "call" tasks quickly? ==
 
== [[Image:Beedo_logo_80x65.png|40px]] How to create "call" tasks quickly? ==
 
<br>
 
<br>
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Contact groups are managed following the usual BeeDo tree control logic. <br><br>
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You can create '''"call" type tasks''' to all or several contacts at once. <br><br>
  
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To rename the contact group (there are three ways to do it):
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If you want to create tasks '''for all contacts''':<br>
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* double-click the title of the contact group with the left mouse button
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* open "Contact groups",
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* select “Rename” in the expandable contact group menu
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* choose a group, expand its menu and select "Create calls for this group".<br><br>
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* select the contact group and press F2.<br><br>
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[[Image:crm5_en.png]]<br><br>
  
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To create a contact group of the same level, select the group and click press “Enter”.<br><br>
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Also you can select '''some contacts''' from the list. In this case:
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* open contacts list, filter contact group you want,
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* mark contacts,
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* click button "Create calls for contacts" below the list.<br><br>
  
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To create a subgroup, select the group and press “Insert”.<br><br>
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After that you will see such po-pup. Here you can specify call tasks assignee, blocker, deadline and planned time.<br><br>
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[[Image:crm6_en.png]]<br><br>
  
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To move the contact group, click on the title of the contact group with the right mouse button and without releasing it drag the contact group to the place you want.<br>
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You will find all created call tasks in the tree. You'll find main contact info in the title of the task. <br><br>
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[[Image:crm7_en.png]]<br><br>
  
 
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== [[Image:Beedo_logo_80x65.png|40px]] Resent communication feed ==
 
== [[Image:Beedo_logo_80x65.png|40px]] Resent communication feed ==
 
<br>
 
<br>
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A contact list is accessible through:<br><br>
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To '''review resent communication''' with a contact:<br><br>
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* the main menu. For that, click the “Contacts” tab. When logged on for the first time, you will get a list of all contacts (the ones you have the right to see). If you select a space and contact group in filters – next time you return the system will automatically show you the data that were filtered the last.
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* go to your contact list and find you contact,
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* the contact group tree. Move the mouse over the title of a specific group and click on the list icon. You will receive a list of all contacts in the contact group selected.<br><br>
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* open contact edit form,
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[[Image:con08.png|600px]] <br><br>
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* click icon in the right side at the top.<br><br>
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You can make the following actions in the contact list:
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[[Image:links002.png]] <br><br>  
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* enter the text or digits into the search field (marked in orange) and click “Find”. The system will filter the entries that correspond to your query and show only those contacts which have the value you indicated;
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* select the space or contact group the list of which you want to see. For that, select space and contact group filters (underlined);
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Also you can find the most important '''contact relations''':
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* edit contact information by clicking the pencil icon in the “Actions” column;
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* Companies - here you'll see all companies, related to your contact. You can add additional relations if you want.
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* delete a contact from the list by clicking the recycle bin icon in the “Actions” column;
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* Meetings - here you'll see all reserved and finished meeting, related to this person (or company).
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* delete all the contacts selected from the list by selecting all or several contacts and clicking “Delete all selected”. <Br><Br>
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* Projects - here you'll see a list of projects, which are related with your contact person. <br>
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If you want to come back to the full list of the contact group, click the X sign in the search field.<br><br>
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[[Image:con09.png]] <br><br>  
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----
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<br>
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== [[Image:Beedo_logo_80x65.png|40px]] Related links ==
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<br>
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* Read more about [http://wiki.beedo.net/index.php/Tasks tasks], [http://wiki.beedo.net/index.php/Projects projects] and [http://wiki.beedo.net/index.php/Functions functions].
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* About [http://wiki.beedo.net/index.php/Contacts contacts management].
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* More BeeDo [http://wiki.beedo.net/index.php/Settings settings].
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* More about CRM in [http://crm.beedo.net/ english] or [http://crm.beedo.lt/ lithuanian].<br><br>
  
 
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<br>
 
<br>

Latest revision as of 10:40, 7 October 2015

Contents

[edit] Beedo logo 80x65.png How to activate CRM?


To activate CRM functionality, you must have contact module. If you don't have, please contact us info@beedo.net.

If you already have Contacts module, you can activate CRM in very few steps:

  • Open BeeDo settings;
  • Choose "CRM";
  • Select Space and save.

Crm1 en.png

If you want, you can also define:

  • Sales task project - it will be your task blocker;
  • Sales template - here you can choose task or function template.

Your CRM functionality will be activated right away after saving.

!Do not delete sales template. There is a known bug in Beedo, that after deletion of one sales template, Beedo stops working for the users who has access to that zone.


[edit] Beedo logo 80x65.png Dashboard


For a quick statistics review please use BeeDo Dashboard. Click "Plans" in the main menu, then click "Dashboard". Filer Space, member(s) and date.
In the dashboard you will see:

  • how many new contacts were created;
  • how many call tasks were created or commented (how many calls or mails did it take to close call tasks);
  • how many tasks with type "call" were marked as "done";
  • how many meeting tasks were created;
  • how many meeting tasks were marked as "done";
  • how many sale tasks were created;
  • how many sale tasks were marked as "done".

Crm9 en.png


[edit] Beedo logo 80x65.png Quick task "Sale"


You can quickly create "Sales" type task (or group of tasks) via quick links menu - expand "New task" menu and choose "Sale".

Crm2 en.png

Attention!!! If you defined your "Sales template" in BeeDo settings you can create the whole function for your sales process with just one click. The template task(s) will be copied as new task(s) with main info (such as description or assigned to) included.


[edit] Beedo logo 80x65.png How to add contact to the task?


You can add existing contact or create a new one.

At first, to add your contact to the task you should open your task. Just below "CC" field you will see new field for contacts.

Crm3 en.png

If you want to add existing contact, just start typing name or email adress into field and choose which person or enterprice you want to add.

If you want to create new contact, please choose one of the icons - to create contact for person or enterprice. Then fill the table and save. Your contact will be created. Read more about managing contacts.

Dont forget to save your task before leaving the task.

Later you can change, edit or remove contact from the task. For that use one of these icons:

Crm4 en.png

After you add a contact you're able to see main info without any clicks - just move your mouse over the orange symbol:

Con40.png


[edit] Beedo logo 80x65.png How to relate persons and companies?


If You want to relate contact person with a company, You just have to take few simple steps.

If you already have one of contacts:

  • Open contact editing table.
  • Insert company name in the field if you want to add a company for old contact.
  • Or open recent communication feed, choose "Companies" and add new relation.

Links004.png

If you're creating new contact, you just should fill all the required fields. You relate existing company - just enter company's name in the field. Also, you can create new company profile by clicking orange "plus".

Links003.png



[edit] Beedo logo 80x65.png How to create "call" tasks quickly?


You can create "call" type tasks to all or several contacts at once.

If you want to create tasks for all contacts:

  • open "Contact groups",
  • choose a group, expand its menu and select "Create calls for this group".

Crm5 en.png

Also you can select some contacts from the list. In this case:

  • open contacts list, filter contact group you want,
  • mark contacts,
  • click button "Create calls for contacts" below the list.

After that you will see such po-pup. Here you can specify call tasks assignee, blocker, deadline and planned time.

Crm6 en.png

You will find all created call tasks in the tree. You'll find main contact info in the title of the task.

Crm7 en.png


[edit] Beedo logo 80x65.png Resent communication feed


To review resent communication with a contact:

  • go to your contact list and find you contact,
  • open contact edit form,
  • click icon in the right side at the top.

Links002.png

Also you can find the most important contact relations:

  • Companies - here you'll see all companies, related to your contact. You can add additional relations if you want.
  • Meetings - here you'll see all reserved and finished meeting, related to this person (or company).
  • Projects - here you'll see a list of projects, which are related with your contact person.



[edit] Beedo logo 80x65.png Related links



Retrieved from "http://wiki.beedo.net/index.php?title=CRM&oldid=920"
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