Dashboards in CRM are a very good way to display different data within your database on one easy to use screen. For example you could have data displaying how many case logs you currently have open, or stats on opportunities that you currently have in the system.
It is also possible to have more than one dashboard in the system, so in theory you could have different data displayed on dashboards for different departments, or particular users if need be.
To setup a new dashboard is very quick and easy to do, follow the steps listed below to create your own.
Go to My CRM>Dashboard. Depending if there are any dashboards already setup will depend on what screen you will see next. If there are not any then you will be prompted to enter new Dashboard details and create one, if you are using Dashboards at the moment then you just have to click the New Dashboard icon.
From here you will need to enter a name for you new Dashboard and also check the relevant boxes to weather you want it as your Default Dashboard and also available to Mobile Users, then click Continue to display the Dashboard Content page.
- On the Dashboard Content page you will see that it is split into 2 columns, Available Content and Selected Content. Also able to
- On the Available Content panel you will be able to select you will have a list of Categories you can search on, which will list the relevant content below. From here you will also be able to select which Block you want to add the display to, Wide or Narrow.
- By clicking the Add icon it will move the content over to the Selected Panel on the right hand side. Once you have moved across everything you want to view on your Dashboard, you can sort out the position of each option by moving it up or down the list where necessary. To remove any options you do not need, click remove.
- When you are happy with everything click Save.
The dashboard you have created will now be displayed in the drop down list in the top left hand side of the screen. You can select which ever dashboard you want to view by selecting it from the list. Dashboards can also be edited from this location if need be.
Visit Centurion for more expert advice
Thursday, 20 March 2008
Monday, 10 March 2008
Email in CRM
Emailing in CRM
One of the advantages of using CRM to email clients is that you have all your contact information in one place. The benefits of using email is that
- You don’t need to remember everyone’s email address
- You can file emails against your contacts record
- You can associate them against a Lead, Opportunity or Case
To send an email to a contact, go the contacts record and click on the email address hyperlink. This will open a blank email window for you to complete as necessary. The From field will be automatically filled with your default email address, however if you have permissions to send email on other peoples behalf you can change this. Once you have filled in the email and attached any relevant documents you can send the email and save it in the communications of the client.
The benefits of saving any emails in the communications are that any users that have access to the contact can see any emails that have been sent or received from that contact. This would make it easier for other users to see what is happening with any cases, opportunities etc with that contact and carry out work without having to check what has already been done.
It is also possible to create templates to use within an email to save you having to type out the full email. This could be useful in terms of sending out quotes to new contacts etc.
Visit Centurion for more expert advice
One of the advantages of using CRM to email clients is that you have all your contact information in one place. The benefits of using email is that
- You don’t need to remember everyone’s email address
- You can file emails against your contacts record
- You can associate them against a Lead, Opportunity or Case
To send an email to a contact, go the contacts record and click on the email address hyperlink. This will open a blank email window for you to complete as necessary. The From field will be automatically filled with your default email address, however if you have permissions to send email on other peoples behalf you can change this. Once you have filled in the email and attached any relevant documents you can send the email and save it in the communications of the client.
The benefits of saving any emails in the communications are that any users that have access to the contact can see any emails that have been sent or received from that contact. This would make it easier for other users to see what is happening with any cases, opportunities etc with that contact and carry out work without having to check what has already been done.
It is also possible to create templates to use within an email to save you having to type out the full email. This could be useful in terms of sending out quotes to new contacts etc.
Visit Centurion for more expert advice
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