You can manage and customize the settings of your CRM by navigating to the Settings tab. Use the options on the left-hand sidebar to select which settings to edit.
Contact types allow you to organize your CRM by creating labels that can be assigned to contacts. Think about the different types of contacts you’d like to store and come up with a list of types that can easily identify the most important categories. It can also be quite helpful to sort contacts in your CRM by type, so if there are categories of contacts you often want to see as a group, add them as contact types and save yourself time and effort.
Statuses can be assigned to your contacts at any point to help provide context to how they're doing at that very moment. Having an up-to-date status on each contact will help your team stay up to date.
Think about the lifecycle of your contacts. Do you manage a 'new lead' differently from a 'current customer'? If so, add statuses that'll help your teammates know exactly whats needed. As time goes on, you can change the status of the fly for any contact to keep everyone informed.
Contact fields are the individual fields where your contacts' info is displayed. Add fields to organize the different types of information you want to collect, such as phone number, email, etc. There are lots of pre-set field options for things like pre-formatted numbers, email addresses, and more.
Think about all the different details you might want to store for each new lead or customer, and add fields here for each one. Remember, not every field must be filled out for every contact in your CRM, so feel free to add fields that might not be used by every new contact.
Alternatively, if it's something you know you’ll want store for each new lead or customer, set the field to required to make sure the info is collected for each new contact. You can also add it to your ‘Add Contact’ form, that will display the field in the form you use to add new contacts.
Add as many fields as you need, and stay organized with headings. Headings will separate your contact fields visually when you're viewing a contact's details.
Manual sources are used to track any source that brings you new contacts. If you have a billboard ad on the interstate, that's a source. If you use a form on your website that automatically creates contacts in your CRM, that's a source too! Stay in tune with the traffic sources that send you the best contacts with contact sources. Add a source for each way a new contact can come your way.
List anything from your website forms to your aunt Linda that just can’t quit bragging to her friends about your business. Knowing which sources bring you the most valuable customers helps you focus your marketing on the right places.
These are similar to deals, but where deals track proposed work, projects are intended to let you track the actual work you do once the lead is a customer.
Start by customizing the ‘project’ term to fit your business, then add as many custom statuses as needed. When your teammates jump in, they'll know exactly what's new with each project.
If you’d like to use your CRM to track a sales pipeline, Deals are the tool for you. Deal statuses provide insight into the current state of a deal that you're working on. Add the statuses that make sense for your sales process.
Does your team work on ‘bids’ instead of ‘deals?’ No problem. Start by customizing the deal term itself, then add custom statuses to describe where it’s at in your pipeline. Any teammate will be able to see the status for any deal, giving them the details they'll need to keep the deal moving and turn them into sales!
If you’d like to track activity between you and your contacts for things like phone calls, meetings, or emails, use history types! You can add history items to mark any kind of activity.
Think about the ways you regularly interact with each contact and add a history type for the most important ones. Then when your teammates have any kind of interaction with a contact, they can quickly and easily add it to the contact history and keep the whole team up to speed.
Flags are additional categories for history that don’t fall under type. Ex: Urgent, Weekly Meeting, etc.
Create tags to more easily look up and categorize Contacts.
This is where you can create saved templates to select when creating new Tasks.
All available third-party applications that can link to the CRM will be listed here.