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Xcitium Platform

Xcitium Platform

CRM - Admin Guide

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The CRM Admin Console
  • Introduction To CRM
    • Login To CRM
  • The CRM Admin Console
    • View And Manage The Home Console
    • Configure Your Preferences
    • Use Search Option And Filter Option In CRM
  • Marketing And Sales
    • Manage Marketing Campaigns
      • Add Campaign Records
      • Track Campaigns
      • Associate Records From Other Modules To A Campaign
      • Mass Management Of Campaigns
    • Leads
      • Create New Leads
      • Manage Leads
      • Associate Other Records With A Lead
      • Mass Management Of Leads
    • Organizations
      • Add A New Organization
      • Manage Organizations
      • Associate Records From Other Modules To An Organization
      • Mass Management Of Organizations
    • Contacts
      • Add A New Contact
      • Manage Contacts
      • Associate Records From Other Modules To A Contact
      • Mass Management Of Contacts
    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
    • Import And Export Records
    • Emails
  • Inventory
    • Assets
      • Create An Asset Record
      • Manage Assets
      • Mass Management Of Assets
    • Products
      • Add A Product
      • Manage Products
      • Associate Records From Other Modules To A Products
      • Mass Management Of Products
    • Services
      • Add Services
      • Manage Services
      • Associate Records From Other Modules To Service
      • Mass Management Of Services
    • Price Books
      • Add Price Books
      • Manage Price Books
      • Mass Management Of Price Books
    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
      • Mass Management Of Vendors
    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
  • Tools
    • Email Templates
    • Add Website Bookmarks
    • View And Manage Calendars
      • Manage Shared Calendar
      • Update And Manage Calendar Entries
      • Manage Calendar Settings
    • Recycle Bin
  • Analytics
    • Generate A Report
    • Manage Reports
  • Configure CRM Settings
    • Configure The Picklist Editor
    • Manage Company Details
    • Configure Miscellaneous Settings
      • Outgoing Email Server Settings
      • Edit Terms And Conditions
      • Manage Currencies
      • Manage Tax Calculations
  • Custom Views
  • About Comodo Security Solutions

The CRM Admin Console

 

The administrative console is a single pane of glass that allows administrators view, manage and track all customer leads and opportunities.




The Main Functional Areas
1. Title Bar – Displays the controls for using the CRM features.

2. Home - Displays the CRM home screen. See The Home Screen for more details.

3. General Icons - Shortcuts to CRM modules.

4. All - Allows you to select the module to open in the management area.

5. Theme - Allows you to select the color theme of the interface.

6. Help – Displays CRM help documentation.

7. Settings - Allows you to configure various settings in the CRM console.

8. 'Quick Create' menu - Quickly access key areas of the CRM.

9. Search Options - Search for records. Use the drop-down to select the type of records you wish to search.

10. Management Area – Displays the management interface for the chosen module and allows you to create and manage records, view reminders and more.

Note: Only administrators can configure the main menu and apply the settings to all users.


See the following sections for more details on:

  • The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option in CRM

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