CRM Assets

Updated till version 1.1.9

Contacts

A "Contact" is any person with whom your company does or may do business.

Add a contact

There are 2 ways to add a contact.

Way 1. From the "Pipeline" page.

1. Navigate to Pipeline.
2. In the lower right corner, click the plus icon and select New Contact.
3. Fill in all required fields and any other fields that you want.
4. Click Save.

Way 2. From the "Opportunity/ Lead Details" page.

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Contacts tab.
4. Click the plus icon and select New Contact.
5. The further steps are the same as the first way of adding a contact.

Attach a contact

You can associate a lead/ opportunity with a contact.

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Contacts tab.
4. Click the plus icon and select Attach Contact.
5. From the Select Contact dropdown menu, search for a required user and click it.
6. From the Select Role dropdown menu, specify a required role for a user.
7. Click Save.

You can attach multiple contacts to a lead/ opportunity by using the + Add Contact button.

View contact details

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Contacts tab.
4. Click the kebab menu icon next to the user you want to view information.
5. Select View Profile from the dropdown menu.

Buttons (1) that launch some actions in a corresponding VNC product:

• Make a voice or video call to the user.
• Start a chat.
• Compose a new email.
• Create a ticket/ task for a user.

A user's profile displays general information about your contact (2):

• Profile. See the contact's full name, email, role, timezone, and language.
• HR data. See the contact's gender, marital status, engagement type, week availability, and payment mode.
• Account Details. See the user's profile name, security encryption type, projects, and more.

Edit a contact role

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Contacts tab.
4. Click the kebab menu icon next to the user you want to view information.
5. Select Edit Role from the dropdown menu.
6. From the Select Role dropdown menu, change a role for a user.
7. Click Save.

Delete a contact

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Contacts tab.
4. Click the kebab menu icon next to the user you want to view information.
5. Select Delete from the dropdown menu.
6. When prompted, click Yes to confirm that you want to delete the contact.

Companies

A company represents an organization that has multiple employees associated with it. Their employees, considered as contacts, can be directly associated with a company's record. You can track business deals through the opportunities of a company. If the deal is won, the company will become a customer.

The "Company" area allows you to add and manage records of new companies, and associate their records with the records of contacts, opportunities, leads, and so on. You can update company activities in order to track your progress.

To access the "Companies" interface, navigate to Configurations > Companies on the top navigation menu.

Add a company

1. Navigate to Pipeline.
2. In the lower right corner, click the plus icon and select New Company.

3. Fill in all required fields and any other fields that you want:

   • In the Name field, type the name of the company.
   • Under the Tags section click the plus icon and select a required tag.
   • Under the Contacts section, click the plus icon and select a person with whom your company has a business relationship.
   • In the Description field, enter any other details about a company.

4. Click Create.

Edit a company

1. Navigate to Configurations > Companies. You will be redirected to the "Company List" page.
2. Click the kebab menu icon next to the company record you want to edit.
3. Select Edit from the dropdown menu.
4. Make your changes.
5. Click Save.

Delete a company

1. Navigate to Configurations > Companies. You will be redirected to the "Company List" page.
2. Click the kebab menu icon next to the company record you want to delete.
3. Select Delete from the dropdown menu.
4. When prompted, click Yes to confirm that you want to delete the company.

Products

Products represent products/ services your organization provides. The products module allows you to manage products/ services provided by your organization.

To access the "Products" interface, click Configurations on the top navigation menu and then select Products.

Add a product record

1. Navigate to Configurations > Products.
2. Click the New Product button.

3. Fill in all required fields and any other fields that you want:

   • In the Name field, type the name of the product.
   • Select a Development project from the dropdown menu.
   • In the Description field, enter any other details about a product.

4. Click Create.

Edit a product record

1. Navigate to Configurations > Products.
2. Click the name of a product record you want to edit.
3. Make your changes.
4. Click Save.

Delete a product record

1. Navigate to Configurations > Products.
2. Click the trash bin icon next to the product record you want delete.